Strategic Financial Solutions Advisor

Bank of America Corporation; Duluth (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America is seeking a Finance Advisor to deliver comprehensive financial guidance and customized investment solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and recommend brokerage products.

Ideal candidates hold Series 7 and 66 licenses (or 63/65), with at least one year in investments or financial services and a proven sales record. Strong relationship skills and regulatory diligence are essential.

Qualifications

• Currently holds Series 7 and 66 licenses (or the equivalent 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry, including investment training and knowledge of investment products.
• Minimum of one year of experience in the financial service industry and/or a sales environment with goals met or exceeded.
• Builds and nurtures strong relationships with clients and colleagues.
• Communicates effectively and confidently with clients and team members.
• Ability to manage time, prioritize tasks, and operate in a fast-paced environment.
• Incorporates regulatory due diligence into daily activities and long-term strategies.
• Offers coaching and referrals to optimize client outcomes.

Responsibilities

• Plan client financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities).
• Triages client leads and refers to internal partners based on assets and needs.
• Meet with clients to review goals and adjust plans accordingly.
• Recommend banking and investment solutions aligned with client objectives.
• Provide regulatory and compliance due diligence as part of service delivery.
• Build and maintain strong client relationships and generate referrals.
• Collaborate with internal teams to deliver comprehensive client experiences.

Skills

Series 7 license

Series 66 license

Series 63/65 equivalence

Client relationship management

Communication skills

Time management

Regulatory due diligence

Sales experience

Education

High School Diploma or GED

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Job description

Bank of America is seeking a Finance Advisor to deliver comprehensive financial guidance and customized investment solutions to clients. You will triage leads, refer to business partners, and meet with clients to review goals, build plans, and recommend brokerage products.

Ideal candidates hold Series 7 and 66 licenses (or 63/65), with at least one year in investments or financial services and a proven sales record. Strong relationship skills and regulatory diligence are essential.