Investment Solutions Advisor: Client Planning & Growth

Bank of America; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Bank of America is seeking a results-driven Financial Advisor to help clients achieve their financial goals through comprehensive planning, brokerage products, and tailored banking solutions. You will triage leads, refer to partners, and meet with clients to review goals and build plans.

The role demands licensing (Series 7/66), strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in-office environment.

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Series 7 & 66 licenses

Investment products knowledge

Financial service sales

Goal setting

Relationship management

Team collaboration

Effective communication

Time management

Regulatory due diligence

Work scheduling flexibility

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a results-driven Financial Advisor to help clients achieve their financial goals through comprehensive planning, brokerage products, and tailored banking solutions. You will triage leads, refer to partners, and meet with clients to review goals and build plans.

The role demands licensing (Series 7/66), strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays in an in-office environment.