Strategic Financial Solutions Advisor

Bank of America; Knightdale (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America in North Carolina is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, reviewing goals with clients, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66 (or 63/65 in lieu). A minimum of one year in investments and financial services is expected, with a track record

Qualifications

• Currently holds Series 7 and 66 licenses (or 63/65 in lieu of 66).
• Minimum of one year of experience in the investments industry with knowledge of investment products and services.
• Minimum of one year in financial service industry and/or a sales environment where goals were met or exceeded.
• Strong relationship-building and collaboration skills.
• Excellent communication and time-management in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities) and banking/managed solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching and feedback to referral partners on client needs and product services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in North Carolina is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, reviewing goals with clients, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66 (or 63/65 in lieu). A minimum of one year in investments and financial services is expected, with a track record