Client-Focused Financial Solutions Advisor

Bank of America; Clayton (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Clayton, North Carolina, is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with a spectrum of investment and banking products.

The role requires active Series 7 and 66 licenses (or 63/65 with conditions) and involves meeting regulatory requirements, building client relationships, and expanding the client base in an in-office environment with a collaborative culture.

Qualifications

• Currently holds Series 7 and 66 licenses; if not holding 66 but holding 63 or 65, offer possible after passing missing series within 60 days.
• Minimum of one year of experience in financial services or a sales environment with goals met.
• Sets and accomplishes goals, builds strong relationships, and collaborates effectively.
• Communicates effectively with clients and manages time in a fast-paced environment.
• Familiar with regulatory due diligence in daily activities and long-term strategies.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or bank clientele.

Skills

Client Experience Branding

Investment Management

Pipeline Management

Referral Management

Client Management

Portfolio Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Clayton, North Carolina, is seeking a financial services professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals with a spectrum of investment and banking products.

The role requires active Series 7 and 66 licenses (or 63/65 with conditions) and involves meeting regulatory requirements, building client relationships, and expanding the client base in an in-office environment with a collaborative culture.