Strategic Financial Solutions Advisor

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

Job summary

Bank of America in Raleigh, NC is hiring a financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners, and review goals with clients while pursuing required licenses.

The role emphasizes building client relationships, managing risk, and meeting performance targets in a fast-paced environment. Attractive benefits and in‑office culture support growth.

Qualifications

• Aptitude in obtaining required industry licenses
• Self‑discipline in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment

Responsibilities

• Plans clients' short and long‑term financial goals by building a financial plan with brokerage products
• Recommends banking and investments strategies that align with client goals and needs
• Triages client requests and makes referrals to appropriate internal service providers
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor’s degree

High School Diploma / GED

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America in Raleigh, NC is hiring a financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. You will triage leads, refer to partners, and review goals with clients while pursuing required licenses.

The role emphasizes building client relationships, managing risk, and meeting performance targets in a fast-paced environment. Attractive benefits and in‑office culture support growth.