Financial Solutions Advisor: Licensing & Client Advisory

Bank of America; Durham (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses.

With a clear career path to Financial Solutions Advisor Stage II, responsibilities include delivering core banking services and comprehensive solutions to clients. A high school diploma is required, alongside a results-driven mindset and strong communication skills.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, identifying needs, and recommending solutions.
• Ability to create strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a fast-paced environment.
• Capacity to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

Responsibilities

• Receive dedicated classes for industry exams.
• Build and manage client relationships.
• Deliver core banking and investment solutions.
• Provide comprehensive advice to clients.
• Collaborate with banking and investment partners.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses.

With a clear career path to Financial Solutions Advisor Stage II, responsibilities include delivering core banking services and comprehensive solutions to clients. A high school diploma is required, alongside a results-driven mindset and strong communication skills.