Financial Solutions Advisor: Client Planning & Investments

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

Job summary

Bank of America in Concord, NC seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will pursue required licenses and trainings, including SAFE Act considerations for mortgage-related work.

Qualifications

• Series 7 and 66 licenses required (or the equivalent 63/65 in lieu of 66).
• Minimum of one year in the investments industry with product knowledge.
• Minimum of one year in financial services or sales with quota attainment.
• Builds and nurtures strong relationships and follows regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies that align with client goals.
• Triages client requests and refers to internal service providers based on needs.
• Mitigate and controls risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Management

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Concord, NC seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

You will pursue required licenses and trainings, including SAFE Act considerations for mortgage-related work.