Wealth & Investment Solutions Advisor

Bank of America; Fuquay-Varina (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America in Fuquay-Varina, North Carolina, is seeking a Financial Advisor. This role involves advising clients on financial solutions, building financial plans, and making investment recommendations while managing client needs based on asset thresholds.

The ideal candidate will have experience in the investments industry and strong communication skills. A Series 7 & 66 license is required. The position offers a structured schedule, working Mondays through Fridays and rotating Saturdays.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• At least one year experience in the investments or financial services industry.
• Proven experience achieving sales goals in a fast-paced environment.

Responsibilities

• Works with clients to plan their financial goals and build a financial plan.
• Recommends strategies that align with client financial goals.
• Provides coaching and feedback to referral partners.

Skills

Advisory

Client Management

Customer and Client Focus

Active Listening

Attention to Detail

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Fuquay-Varina, North Carolina, is seeking a Financial Advisor. This role involves advising clients on financial solutions, building financial plans, and making investment recommendations while managing client needs based on asset thresholds.

The ideal candidate will have experience in the investments industry and strong communication skills. A Series 7 & 66 license is required. The position offers a structured schedule, working Mondays through Fridays and rotating Saturdays.