Client Wealth & Investment Solutions Advisor

Bank of America; Raleigh (NC); On-site; USD 50,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor in Raleigh, NC. This entry-level position involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads and recommending investment products. The ideal candidate has strong communication skills and relevant licenses. This role offers opportunities for professional growth in a supportive environment.

Qualifications

• Currently holds Series 7 & 66 (or equivalent) licenses.
• At least one year experience in the investments industry.
• At least one year experience in financial services or sales.

Responsibilities

• Work with clients to plan their financial goals using brokerage products.
• Recommend banking and investment strategies based on client needs.
• Triages client requests and makes referrals to appropriate service providers.

Skills

Advisory

Account Management

Customer and Client Focus

Attention to Detail

Risk Management

Oral Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

A leading financial institution is seeking a Financial Solutions Advisor in Raleigh, NC. This entry-level position involves providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. Responsibilities include triaging leads and recommending investment products. The ideal candidate has strong communication skills and relevant licenses. This role offers opportunities for professional growth in a supportive environment.