Financial Solutions Advisor I: Build Wealth & Guidance

Bank of America; Cary (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer clients to partners, and meet with clients to review goals and recommend products.

The role requires licensure (Series 7/66 or 63/65) and relevant experience in sales and financial services. Expect to expand knowledge through required licenses and trainings, including potential SAFE Act considerations for mortgage-related activities.

Qualifications

• Currently holds Series 7 and 66 licenses; or 63/65 with condition to pass missing series within 60 days.
• Minimum of one year in financial services or a sales environment with goals.
• Sets and accomplishes goals and builds relationships.
• Collaborates effectively with others and communicates confidently with clients.
• Manages goals, navigates complexity, and prioritizes tasks in a fast-paced environment.
• Learns quickly and seeks solutions for clients with regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal partners based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Series 7 & 66 licenses

Financial services experience

Goal oriented

Relationship building

Effective communication

Time management

Regulatory due diligence

Education

High School Diploma / GED

CFP designation (optional)

CRPC designation (optional)

Insurance licenses (state)

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer clients to partners, and meet with clients to review goals and recommend products.

The role requires licensure (Series 7/66 or 63/65) and relevant experience in sales and financial services. Expect to expand knowledge through required licenses and trainings, including potential SAFE Act considerations for mortgage-related activities.