Financial Solutions Advisor - Investments & Planning

Bank of America; Columbia (SC); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Bank of America in the United States seeks a client-focused financial advisor to guide clients toward their financial goals using brokerage and banking products. You will analyze needs, build plans, and collaborate with partners to propose suitable solutions.

Candidates must hold Series 7 and 66 licenses (or 63/65), and have at least one year in investments and financial services. This role requires Monday–Friday work with rotating Saturdays and a strong emphasis on regulatory compliance.

Qualifikationen

• Holds Series 7 and 66 licenses (or the equivalent 63 and 65).
• Minimum of one year of experience in the investments industry.
• Minimum of one year in financial services or a sales environment with defined goals.
• Builds and nurtures strong relationships with clients.
• Able to work Monday through Friday with rotating Saturdays.
• Maintains regulatory due diligence in daily activities.

Aufgaben

• Plan short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned to client goals.
• Triages client requests and makes referrals based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or centers.
• Provide coaching to referral partners on client needs and services.

Kenntnisse

Communication

Relationship Building

Sales Ability

Time Management

Regulatory Awareness

Client Focus

Ausbildung

High School Diploma / GED

Series 7 license

Series 66 license

CFP Certification

CRPC Certification

Jobbeschreibung

Bank of America in the United States seeks a client-focused financial advisor to guide clients toward their financial goals using brokerage and banking products. You will analyze needs, build plans, and collaborate with partners to propose suitable solutions.

Candidates must hold Series 7 and 66 licenses (or 63/65), and have at least one year in investments and financial services. This role requires Monday–Friday work with rotating Saturdays and a strong emphasis on regulatory compliance.