Investment Solutions Advisor — Consumer Investments

Bank of America; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation in Charlotte seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and review goals with clients, building a financial plan and recommending brokerage products.

The role requires licenses (Series 7/66 or 63/65) and prior investments experience, with a focus on client relationships, risk management, and regulatory due diligence.

Qualifications

• Current Series 7 and 66 licenses (or 63 and 65 in lieu).
• Minimum 1 year in investments and financial services sales.
• Able to meet or exceed sales goals and build client relationships.
• Strong communication, time management, and regulatory due diligence.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned to client needs.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or existing center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in Charlotte seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, and review goals with clients, building a financial plan and recommending brokerage products.

The role requires licenses (Series 7/66 or 63/65) and prior investments experience, with a focus on client relationships, risk management, and regulatory due diligence.