Strategic Financial Solutions Advisor

Bank of America; Durham (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America in Durham, North Carolina, is seeking a candidate who will provide comprehensive financial advice to clients, helping them achieve their financial goals. The role includes triaging client leads and recommending suitable banking and investment strategies.

The ideal candidate has required licenses (Series 7 & 66) and at least one year of experience in the financial services industry, with strong skills in advisory and client management.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments industry.
• Builds and nurtures strong relationships with clients.

Responsibilities

• Works with clients to plan financial goals using brokerage products.
• Recommends banking and investment strategies.
• Identifies potential new clients through referrals.

Skills

Advisory

Account Management

Client Solutions Advisory

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Durham, North Carolina, is seeking a candidate who will provide comprehensive financial advice to clients, helping them achieve their financial goals. The role includes triaging client leads and recommending suitable banking and investment strategies.

The ideal candidate has required licenses (Series 7 & 66) and at least one year of experience in the financial services industry, with strong skills in advisory and client management.