Strategic Financial Planning & Advisory

ghr; Raleigh (NC); On-site; USD 75,000 - 115,000; Full time

Job summary

Bank of America in Raleigh, NC, seeks a financial adviser to provide personalized financial guidance and brokerage solutions. You will assess client goals, develop plans, and refer to internal partners as needed.

The role requires Series 7/66 licenses, client relationship building, and a commitment to meeting sales goals in a fast-paced environment. Monday–Friday with rotating Saturdays and standard bank hours apply.

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65) licenses.
• Minimum of one year of experience in the investments industry or financial services sales.
• Experience meeting or exceeding sales goals in a financial setting.
• Ability to build and nurtures relationships and collaborate across teams.
• Strong communication and time-management skills.

Responsibilities

• Plan clients' short- and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and directs referrals to appropriate internal partners.
• Mitigate and manage risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and products.

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Client Solutions

Regulatory Awareness

Time Management

Education

High School Diploma / GED

Job description

Bank of America in Raleigh, NC, seeks a financial adviser to provide personalized financial guidance and brokerage solutions. You will assess client goals, develop plans, and refer to internal partners as needed.

The role requires Series 7/66 licenses, client relationship building, and a commitment to meeting sales goals in a fast-paced environment. Monday–Friday with rotating Saturdays and standard bank hours apply.