Wealth & Investment Solutions Advisor

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

Job summary

Bank of America is seeking a Financial Advisor in Chapel Hill, NC, responsible for delivering tailored financial advice to clients and helping them achieve their financial goals. Responsibilities include creating financial plans, making product recommendations, and triaging client referrals to appropriate partners.

The successful candidate will need to hold the relevant licenses and have at least one year of experience in the investments industry or financial services. The position offers a structured work schedule from Monday to Friday.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments industry.
• At least one year experience in financial services and/or a sales environment.

Responsibilities

• Works with clients to plan their short and long-term financial goals.
• Recommends banking and investment strategies that align with client financial goals.
• Triages client requests and makes referrals to appropriate service providers.

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 in Chapel Hill, NC, responsible for delivering tailored financial advice to clients and helping them achieve their financial goals. Responsibilities include creating financial plans, making product recommendations, and triaging client referrals to appropriate partners.

The successful candidate will need to hold the relevant licenses and have at least one year of experience in the investments industry or financial services. The position offers a structured work schedule from Monday to Friday.