Financial Solutions Advisor Consumer Investments - Charlotte Market

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Our inclusive workplace supports teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value diverse perspectives shaped by military service, community college education, and varied work and life experiences, fostering resilience, leadership, and innovation.

Bank of America supports an in-office culture with clear expectations and role-specific flexibility to encourage collaboration, engagement, and career development.

About the role

This role provides comprehensive advice and customized financial solutions to help clients achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, reviewing financial and investment goals, building financial plans, and recommending brokerage products. This position may also involve residential mortgage loan originations, requiring SAFE Act registration and background checks.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking or money-managed solutions.
• Recommends banking and investment strategies aligned with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and recommended product services.

Requirements

• Currently holds Series 7 and 66 (or equivalent 63 and 65) licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience in the financial service industry and/or a sales environment where goals were met or exceeded.

Qualifications

• Sets and accomplishes goals, achieving objectives with determination.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to achieve results.
• Communicates effectively and confidently, engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information, seeks solutions for clients, and enjoys learning.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long-term client strategies.

Desired Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• Three or more years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

Education

High School Diploma / GED / Secondary School or equivalent.

Schedule

Monday – Fridays and rotating Saturdays. Full-time, 40 hours per week (1st shift).