Investment & Financial Planning Advisor

Bank of America; Knightdale (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial professional to advise clients and deliver customized solutions to help them reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66 (or 63/65). The position emphasizes relationship-building, regulatory due diligence, and proactive client service.

Qualifications

• Series 7 and 66 licenses required (or the equivalent 63/65 in lieu of 66)
• Minimum of one year in the investments industry, including investment training and knowledge of investment products and services
• Minimum of one year in financial services and/or a sales environment with goals met or exceeded
• Sets and accomplishes goals, achieving what one sets their mind to
• Builds and nurtures strong relationships
• Communicates effectively and confidently with clients

Responsibilities

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

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a financial professional to advise clients and deliver customized solutions to help them reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66 (or 63/65). The position emphasizes relationship-building, regulatory due diligence, and proactive client service.