Personal Investment & Financial Solutions Advisor

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

Job summary

Bank of America Corporation in the United States is seeking a Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, and meet with clients to review goals and build plans.

You will apply licenses and trainings, potentially handle residential mortgage loans subject to SAFE Act registration, and work Monday through Friday with rotating

Qualifications

• Series 7 and 66 licenses required or equivalent (63/65) per role.
• Minimum 1 year in investments or financial services with sales experience.
• Strong relationship-building and client engagement skills.
• Ability to meet sales goals and navigate a fast-paced environment.
• Knowledge of financial products, planning, and regulatory considerations.

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage and banking products.
• Recommend strategies aligned with client objectives and risk tolerance.
• Triages client requests and refers to internal partners as needed.
• Provide coaching to partners and ensure regulatory due diligence.
• Develop new client relationships through referrals and residual center clientele.
• Maintain compliance with SAFE Act requirements for mortgage-related duties.

Skills

Client Relationship Management

Financial Advisory

Sales Goals Achievement

Communication Skills

Time Management

Regulatory Knowledge

Team Collaboration

Prospecting & Referrals

Education

High School Diploma or GED

Job description

Bank of America Corporation in the United States is seeking a Financial Advisor to deliver comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, and meet with clients to review goals and build plans.

You will apply licenses and trainings, potentially handle residential mortgage loans subject to SAFE Act registration, and work Monday through Friday with rotating