Strategic Financial Solutions Advisor

Bank of America; Kernersville (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive advice and tailored solutions helping clients reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals with clients, and building financial plans that include brokerage products.

You may be involved with residential mortgage loans and must meet SAFE Act requirements. The position requires Series 7 and 66 licenses, strong client relationship skills, and the ability to work Monday through

Qualifications

• Must hold Series 7 and 66 licenses (or 63 and 65 in lieu).
• Minimum of 1 year in investments or financial services with sales experience.
• Experience in financial planning, brokerage products, and client referrals.

Responsibilities

• Plan client financial goals by building a plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers as needed.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive advice and tailored solutions helping clients reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals with clients, and building financial plans that include brokerage products.

You may be involved with residential mortgage loans and must meet SAFE Act requirements. The position requires Series 7 and 66 licenses, strong client relationship skills, and the ability to work Monday through