Financial Solutions Advisor I - Client Planning

Bank of America; Apex (NC); On-site; USD 60,000 - 95,000; Full time

Job summary

Bank of America in Apex, NC seeks a Financial Services Advisor to provide tailored financial guidance and solutions. You will work with clients to review goals, recommend investments, and connect them with the right internal partners to meet asset thresholds.

Required licenses (Series 7 and 66 or 63/65) and at least one year in financial services or sales are essential. Expect a 40-hour week, Monday–Friday with rotating Saturdays, in-office with flexible role-specific arrangements.

Qualifications

• Series 7 and 66 (63/65 in lieu) licenses required or eligible
• Minimum of one year in financial services or a sales environment with goals met or exceeded
• Builds and nurtures strong relationships and communicates effectively
• Regulatory due diligence and SAFE Act requirements are part of the role and compliance mindset

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage products including stocks, bonds, mutual funds, annuities, and banking/managed solutions
• Recommend banking and investments strategies aligned with client goals
• Triages client requests and refers to internal service providers 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

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 / Secondary School or equivalent

Job description

Bank of America in Apex, NC seeks a Financial Services Advisor to provide tailored financial guidance and solutions. You will work with clients to review goals, recommend investments, and connect them with the right internal partners to meet asset thresholds.

Required licenses (Series 7 and 66 or 63/65) and at least one year in financial services or sales are essential. Expect a 40-hour week, Monday–Friday with rotating Saturdays, in-office with flexible role-specific arrangements.