Wealth & Financial Solutions Advisor

Bank of America; Greenville (NC); On-site; USD 70,000 - 105,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products, with required licenses and SAFE Act compliance where applicable.

The position emphasizes an in-office culture with flexible, role-based responsibilities and a schedule

Qualifications

• Licenses: Series 7 and 66 (or 63/65 in lieu) required.
• Minimum of one year in investments industry with product knowledge.
• Minimum of one year in financial services or a sales environment with goals met.
• Strong relationship-building and communication skills.
• Must be able to work Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs and product services.

Skills

Account Management

Advisory

Client Experience

Communication

Sales

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products, with required licenses and SAFE Act compliance where applicable.

The position emphasizes an in-office culture with flexible, role-based responsibilities and a schedule