Wealth & Investment Solutions Advisor

Bank of America; Raleigh (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Raleigh seeks a Financial Advisor to provide tailored financial advice and help clients meet their financial goals. Candidates should possess Series 7 & 66 licenses and have experience in the investments and financial services sectors.

Key responsibilities include managing client relationships, developing financial plans, and recommending investment strategies. Strong communication skills and a client-focused mindset are essential for this role.

Qualifications

• Must hold Series 7 & 66 (or 63 & 65) licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial services industry.

Responsibilities

• Build a financial plan with brokerage products for clients.
• Recommend banking and investment strategies.
• Triages client requests and makes referrals.

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 Raleigh seeks a Financial Advisor to provide tailored financial advice and help clients meet their financial goals. Candidates should possess Series 7 & 66 licenses and have experience in the investments and financial services sectors.

Key responsibilities include managing client relationships, developing financial plans, and recommending investment strategies. Strong communication skills and a client-focused mindset are essential for this role.