Strategic Financial Solutions Advisor

Bank of America; South Carolina; On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products, financial planning, and referrals to internal partners.

The role requires Series 7 and 66 licenses, a proven sales-oriented track record, strong communication and relationship skills, and the ability to work in an in‑office environment with standard Monday–Friday schedules and rotating Saturdays.

Qualifications

• Must be licensed Series 7 and 66 (or 63/65 in lieu)
• Minimum 1 year experience in investments or financial services
• Sales-oriented with ability to meet/exceed goals

Responsibilities

• Triages client requests and makes referrals to internal service providers
• Plans client short- and long-term financial goals with brokerage products
• Reviews financial and investment goals with clients and builds financial plans
• Ensures regulatory due diligence and SAFE Act compliance in daily activities

Skills

Relationship building

Client focus

Communication

Goal orientation

Time management

Team collaboration

Education

High School Diploma / GED

Series 7 & 66 licenses

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products, financial planning, and referrals to internal partners.

The role requires Series 7 and 66 licenses, a proven sales-oriented track record, strong communication and relationship skills, and the ability to work in an in‑office environment with standard Monday–Friday schedules and rotating Saturdays.