Client-Focused Investment & Financial Planner

Bank of America Corporation; Pineville (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Corporation is hiring a Financial Advisor to help clients reach their financial goals. You will build financial plans and recommend brokerage and banking solutions, while triaging client requests and guiding referrals to internal partners.

A sales-driven background in financial services is essential. The role requires securities licenses (Series 7/66 or 63/65) and a commitment to client service, with flexible hours including Saturdays on rotation.

Qualifications

• Series 7 and 66 licenses (or equivalent 63/65) are required.
• At least 1 year of experience in investments and financial services, with a sales background.
• Able to plan and meet client financial goals and build financial plans.

Responsibilities

• Plan short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and refers to internal service providers per client needs and assets.
• Mitigate and manage risk as part of daily activities.
• Identify new clients through referrals or existing clientele.
• Provide coaching to referral partners on client needs and services.

Skills

Relationship building

Communication skills

Time management

Client solutions advisory

Account management

Advisory

Customer focus

Written communications

Education

Series 7 & 66 licenses (or 63/65)

Insurance licenses

CFP/CRPC desired

Job description

Bank of America Corporation is hiring a Financial Advisor to help clients reach their financial goals. You will build financial plans and recommend brokerage and banking solutions, while triaging client requests and guiding referrals to internal partners.

A sales-driven background in financial services is essential. The role requires securities licenses (Series 7/66 or 63/65) and a commitment to client service, with flexible hours including Saturdays on rotation.