Financial Solutions Advisor I: Wealth & Mortgage Guidance

Bank of America; Raleigh (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires Series 7 and 66 licenses (63/65 acceptable), at least one year in financial services or a sales environment, and strong relationship-building and communication skills.

Qualifications

• Licenses: Series 7 and 66 (63/65 acceptable) required.
• Minimum of one year in financial services or sales with meeting quotas.
• Sets and achieves goals; builds and nurtures relationships.
• Excellent communication and time-management skills.
• Thorough in incorporating regulatory due diligence into daily activity and long-term strategies.

Responsibilities

• Build financial plans using brokerage products and banking solutions.
• Refer clients to internal partners based on client needs and assets.
• Meet with clients to review financial goals and recommend products.
• Apply required licenses and trainings; SAFE Act compliance.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Series 7 license

Series 66 license

Sales experience

Relationship building

Communication skills

Time management

Regulatory due diligence

Financial planning

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

This role requires Series 7 and 66 licenses (63/65 acceptable), at least one year in financial services or a sales environment, and strong relationship-building and communication skills.