Wealth & Investment Solutions Advisor

Bank of America; Knightdale (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is looking for a Client Advisor in Knightdale, North Carolina. In this role, you will work closely with clients to build tailored financial plans, recommend brokerage products, and help them achieve their financial goals. Candidates should hold Series 7 & 66 licenses and have at least one year of relevant industry experience.

A strong focus on client relationships and the ability to manage complexity in a fast-paced environment are crucial. The position follows a Monday to Friday schedule with occasional Saturdays.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year experience in the investments industry.
• At least one year experience in a financial services or sales environment.

Responsibilities

• Works with clients to build financial plans with brokerage products.
• Recommends investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.

Skills

Advisory

Client Management

Customer and Client Focus

Active Listening

Education

High School Diploma / GED / Secondary School

Job description

Bank of America is looking for a Client Advisor in Knightdale, North Carolina. In this role, you will work closely with clients to build tailored financial plans, recommend brokerage products, and help them achieve their financial goals. Candidates should hold Series 7 & 66 licenses and have at least one year of relevant industry experience.

A strong focus on client relationships and the ability to manage complexity in a fast-paced environment are crucial. The position follows a Monday to Friday schedule with occasional Saturdays.