National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)

Bank of America; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training programs

Professional development opportunities

Marketing support

Job summary

A leading financial institution seeks a Financial Solutions Advisor in Charlotte, North Carolina. This role focuses on building client relationships and providing comprehensive financial advice. Applicants should have a Bachelor's degree and be comfortable in sales. Successful candidates will receive world-class training, ongoing professional development, and the opportunity to advance within the company. The position offers a dynamic work environment and a chance to make a meaningful impact in clients' financial lives.

Qualifications

• Series 7 and 66 (or equivalent) required.
• Comfortable in a sales role.
• Clear communication with diverse clients.

Responsibilities

• Provide comprehensive financial advice to clients.
• Build and manage a portfolio of clients.
• Collaborate with banking and investment partners.

Skills

Sales skills

Effective communication

Client relationship management

Time management

Education

Bachelor's degree

Job description

Job Description

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

National Financial Solutions Advisor (NFSA I)

Your journey begins with being taught the foundational skills needed to be an advisor. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

Once you have demonstrated success, you will have the opportunity to advance in many roles within Bank of America and Merrill, typically progressing into the next level of Financial Solutions Advisor. And we will support you along the way with dedicated programs, tools and resources throughout your career journey.

We’ll help you

• Build a successful career at Bank of America through world‑class training and on‑boarding programs that set you up for success.
• Get training and one‑on‑one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Build your network. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

As a Financial Solutions Advisor, you can look forward to

• Unlimited potential for financial growth.
• Building a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

We’re a culture which

• Believes in responsible growth and has a proven dedication to supporting the communities we serve.
• Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
• Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
• Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Required skills

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Is comfortable in a sales role, finding ways to nurture strong client relationships.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough, and will incorporate relevant regulatory due diligence into daily to‑do’s and long‑term strategies for clients.

Desired skills

• A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics‑based sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommendations solutions, and building/managing client relationships.
• Strong computer skills with an ability to multitask in a demanding environment.

Shift: 1st shift (United States of America)

Hours Per Week: 40