Investment Solutions Advisor – Build Customized Financial Plans

Bank of America; Cornelius (NC); On-site; USD 65,000 - 120,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role includes triaging leads, referrals to partners, reviewing goals, building plans, and recommending brokerage products.

Licenses (Series 7/66) and continued licensing trainings are required, with potential involvement in residential mortgage activities and SAFE Act compliance.

Qualifications

• Requires Series 7 and 66 licenses (or equivalent 63/65)
• Minimum 1 year experience in investments with knowledge of products/services
• Minimum 1 year experience in financial services or sales with meeting/exceeding goals
• Willingness to learn, build relationships and address regulatory due diligence

Responsibilities

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

Skills

Account Management

Advisory

Client Experience Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Client Management

Written Communications

Regulatory Compliance

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role includes triaging leads, referrals to partners, reviewing goals, building plans, and recommending brokerage products.

Licenses (Series 7/66) and continued licensing trainings are required, with potential involvement in residential mortgage activities and SAFE Act compliance.