Wealth & Investment Solutions Advisor

Bank of America; Apex (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients in Apex, North Carolina. The role involves meeting client financial goals through strategic planning and recommendations on brokerage products.

Ideal candidates will hold Series 7 & 66 licenses and possess experience in the investment and financial services industries. They should also excel in building client relationships and communicate effectively. Competitive salary and professional growth opportunities are offered.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Has at least one year experience in the investments industry.
• Has at least one year experience in the financial services industry or sales.
• Builds and nurtures strong relationships.
• Communicates effectively and confidently with clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies based on client needs.
• Identifies and engages potential new clients.
• Provides coaching to referral partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients in Apex, North Carolina. The role involves meeting client financial goals through strategic planning and recommendations on brokerage products.

Ideal candidates will hold Series 7 & 66 licenses and possess experience in the investment and financial services industries. They should also excel in building client relationships and communicate effectively. Competitive salary and professional growth opportunities are offered.