Financial Solutions Advisor I — Client Wealth Planner

Bank of America; Chapel Hill (NC); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, coordinating with business partners, and meeting with clients to review goals and recommend products.

Licenses (Series 7 and 66) are required, and SAFE Act registration is needed for mortgage-related duties. The position emphasizes building long-term client relationships, rigorous regulatory due diligence, and

Qualifications

• Requires Series 7 and 66 licenses; if missing 66 but has 63/65, an offer can be extended with passing the missing series within 60 days.
• Minimum of one year of experience in financial services or a sales environment where goals were met or exceeded.
• Builds and nurtures strong relationships with clients and colleagues.
• Effective communication and confident engagement with all clients.
• Ability to manage goals, navigate complexity, and execute in a fast-paced environment.
• Incorporates regulatory due diligence into daily activities and long-term strategies.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products (stocks, bonds, mutual funds, annuities) and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.

Skills

Series 7/66

Financial services

Relationship building

Communication skills

Time management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, coordinating with business partners, and meeting with clients to review goals and recommend products.

Licenses (Series 7 and 66) are required, and SAFE Act registration is needed for mortgage-related duties. The position emphasizes building long-term client relationships, rigorous regulatory due diligence, and