Financial Solutions Advisor, Investments & Planning

Bank of America Corporation; Gastonia (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions to clients. The role includes triaging client leads, meeting with clients to review goals, and building financial plans with brokerage products while ensuring required licenses are obtained.

Responsibilities include recommending banking and investments strategies, coaching referral partners, and engaging new clients through referrals.

Qualifications

• Currently 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 of experience in financial services or sales
• Proven ability to set and achieve goals and build relationships
• Strong collaboration and communication skills
• Ability to work in a fast-paced environment
• Knowledge of regulatory due diligence and SAFE Act requirements

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Education

High School Diploma

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive financial guidance and customized solutions to clients. The role includes triaging client leads, meeting with clients to review goals, and building financial plans with brokerage products while ensuring required licenses are obtained.

Responsibilities include recommending banking and investments strategies, coaching referral partners, and engaging new clients through referrals.