Financial Solutions Advisor I: Launch Your Banking Career

Bank of America; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training programs

Professional development opportunities

Marketing support

Job summary

A leading financial institution seeks a Financial Solutions Advisor in Charlotte, North Carolina. This role focuses on building client relationships and providing comprehensive financial advice. Applicants should have a Bachelor's degree and be comfortable in sales. Successful candidates will receive world-class training, ongoing professional development, and the opportunity to advance within the company. The position offers a dynamic work environment and a chance to make a meaningful impact in clients' financial lives.

Qualifications

• Series 7 and 66 (or equivalent) required.
• Comfortable in a sales role.
• Clear communication with diverse clients.

Responsibilities

• Provide comprehensive financial advice to clients.
• Build and manage a portfolio of clients.
• Collaborate with banking and investment partners.

Skills

Sales skills

Effective communication

Client relationship management

Time management

Education

Bachelor's degree

Job description

A leading financial institution seeks a Financial Solutions Advisor in Charlotte, North Carolina. This role focuses on building client relationships and providing comprehensive financial advice. Applicants should have a Bachelor's degree and be comfortable in sales. Successful candidates will receive world-class training, ongoing professional development, and the opportunity to advance within the company. The position offers a dynamic work environment and a chance to make a meaningful impact in clients' financial lives.