Wealth & Investment Solutions Advisor

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

Job summary

Bank of America Corporation in the United States seeks a client-focused financial professional to deliver comprehensive financial guidance and customized solutions to help clients reach their goals. The role involves triaging leads, making referrals to partners, and developing financial plans with brokerage products.

Licensing requirements (Series 7 and 66 or equivalents) and SAFE Act registration apply, with a Monday–Friday schedule and rotating Saturdays.

Qualifications

• Currently holds Series 7 and 66 (or 63 and 65) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in financial services or sales with targets.
• Ability to set and achieve goals and build relationships.
• Strong communication and teamwork skills.
• Comfortable working with clients and managing multiple tasks.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products.
• Recommend banking and investments strategies aligned to client goals.
• Triages client requests and refers to appropriate internal service providers.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Risk Management

Written Communications

Pipeline Management

Client Management

Policies, Procedures, and Guidelines

Causation Analysis

Education

High School Diploma / GED / Secondary School or equivalent

Tools

CRM

Job description

Bank of America Corporation in the United States seeks a client-focused financial professional to deliver comprehensive financial guidance and customized solutions to help clients reach their goals. The role involves triaging leads, making referrals to partners, and developing financial plans with brokerage products.

Licensing requirements (Series 7 and 66 or equivalents) and SAFE Act registration apply, with a Monday–Friday schedule and rotating Saturdays.