Wealth & Investment Solutions Advisor

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

Job summary

Bank of America in Greenville, NC is looking for a client advisor to provide tailored financial solutions aimed at helping clients achieve their financial goals. This role involves comprehensive client engagement, recommending investment strategies, and navigating financial opportunities.

The ideal candidate should possess Series 7 & 66 licenses and have a minimum of one year of experience in financial services. Strong communication skills and effective multitasking abilities are essential. Join us to help drive better financial lives through meaningful connections.

Qualifications

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

Responsibilities

• Plans clients' financial goals by building financial plans.
• Recommends banking and investment strategies.
• Triages client requests and refers to internal 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 in Greenville, NC is looking for a client advisor to provide tailored financial solutions aimed at helping clients achieve their financial goals. This role involves comprehensive client engagement, recommending investment strategies, and navigating financial opportunities.

The ideal candidate should possess Series 7 & 66 licenses and have a minimum of one year of experience in financial services. Strong communication skills and effective multitasking abilities are essential. Join us to help drive better financial lives through meaningful connections.