Financial Solutions Advisor: Investments & Planning

Bank of America; Spartanburg (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America in Spartanburg, SC seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals, triaging leads, referring to partners, and building a financial plan with brokerage products.

The role requires Series 7 and 66 (or 63/65 in lieu), at least one year in investments and financial services or sales, strong relationship skills, and the ability to grow the client base while managing risk.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum 1 year in the investments industry with knowledge of investment products and services.
• Minimum 1 year in financial services or sales with a track record of meeting or exceeding goals.
• Sets and achieves goals and targets.
• Builds and nurtures strong relationships.
• Collaborative team player and willing to engage across partners.

Responsibilities

• Works with clients to plan short- and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on client needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.
• Provides coaching and feedback to referral partners based on client needs and product services.

Skills

Financial planning

Relationship building

Brokerage products

Client referrals

Risk management

Client acquisition

Education

Series 7 and 66 licenses

Job description

Bank of America in Spartanburg, SC seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals, triaging leads, referring to partners, and building a financial plan with brokerage products.

The role requires Series 7 and 66 (or 63/65 in lieu), at least one year in investments and financial services or sales, strong relationship skills, and the ability to grow the client base while managing risk.