Investment Solutions Advisor: Consumer Investments

Bank of America Corporation; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes building financial plans, recommending brokerage products, and coordinating referrals across partners to meet client needs.

Qualified candidates hold Series 7 and 66 (or 63/65) licenses and have sales or financial services experience. Weekend coverage may be required; base on-site duties support a collaborative, in-office culture.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 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.
• Builds and nurtures strong relationships; communicates effectively and confidently with clients.
• Must be able to work Monday through Friday and rotating Saturdays.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to 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 center clientele.
• Provides coaching and feedback to referral partners based on client needs and product services recommended.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Relationship Building

Time Management

Regulatory Due Diligence

Sales Experience

Financial Planning

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Licenses: Series 7 and 66 (or 63/65)

Job description

Bank of America in Charlotte, NC is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes building financial plans, recommending brokerage products, and coordinating referrals across partners to meet client needs.

Qualified candidates hold Series 7 and 66 (or 63/65) licenses and have sales or financial services experience. Weekend coverage may be required; base on-site duties support a collaborative, in-office culture.