Financial Solutions Advisor Consumer Investments - Charleston Market

Bank of America • Goose Creek, SC

3d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Consumer Investments helps clients achieve financial goals by providing comprehensive advice and customized solutions. The role includes reviewing clients’ financial and investment goals, building financial plans, recommending brokerage products, and suggesting banking and investment strategies aligned with clients’ needs. Advisors triage client requests and leads, refer clients to appropriate internal partners based on their needs and asset thresholds, and identify prospective clients through referrals and financial center clientele. They also coach referral partners on client needs and potential product recommendations and manage risk in daily activities.

The role requires completing required licenses and training and may involve residential mortgage loan origination. Employees subject to SAFE Act registration must register with the federal registry, complete the required background check, and remain in good standing. The position follows a first-shift schedule of 40 hours per week, Monday through Friday, with rotating Saturdays. Bank of America describes an in-office culture with flexibility based on role responsibilities and business needs.

Requirements

• Currently hold Series 7 and Series 66 licenses, or equivalent Series 63 and Series 65 licenses in lieu of Series 66.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• Meet SAFE Act registration and background-check requirements if engaged in residential mortgage loan origination.

Nice To Haves

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

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Coach and provide feedback to referral partners based on knowledge of client needs and potentially appropriate products and services.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED