Investment Solutions Advisor – Personal Financial Planning

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

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through a tailored financial plan and brokerage products. You will triage leads, refer to partners, review goals with clients, and ensure regulatory compliance.

The role requires Series 7/66 licenses, at least 1 year in investments or financial services, and the ability to develop client relationships while managing risk in a structured

Qualifications

• Current Series 7 and 66 licenses (or 63 and 65 in lieu)
• Minimum 1 year of investments industry experience
• Minimum 1 year in financial services or sales with goals
• Ability to build and nurture relationships
• Strong communication and time management in a fast-paced environment
• Familiarity with regulatory due diligence and SAFE Act requirements

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and connects to internal service providers
• Mitigate and control risk as part of daily activities
• Identify potential new clients and build referrals
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through a tailored financial plan and brokerage products. You will triage leads, refer to partners, review goals with clients, and ensure regulatory compliance.

The role requires Series 7/66 licenses, at least 1 year in investments or financial services, and the ability to develop client relationships while managing risk in a structured