Client Solutions Advisor: Financial Planning & Investments

Bank of America; Wake Forest (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor in Wake Forest, NC to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer clients to partners, and meet with clients to review goals and recommend products.

Compliance with licensing and SAFE Act requirements is part of the role. Responsibilities include building plans with brokerage products, recommending strategies, and engaging new clients through referrals.

Qualifications

• Current Series 7 and 66 licenses; if you hold a 63/65, offer contingent on passing missing series within 60 days.
• Minimum of one year in financial services or a sales role with goals achieved.
• Strong relationship-building skills and ability to collaborate cross-functionally.
• Excellent communication, confident client engagement, and time management.

Responsibilities

• Plan clients' short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities, banking solutions).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and routes referrals to appropriate internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify new clients through referrals or existing center relationships.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Tools

Licensing: Series 7/66

Job description

Bank of America is seeking a Financial Advisor in Wake Forest, NC to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer clients to partners, and meet with clients to review goals and recommend products.

Compliance with licensing and SAFE Act requirements is part of the role. Responsibilities include building plans with brokerage products, recommending strategies, and engaging new clients through referrals.