Financial Solutions Advisor Consumer Investments - West Charlotte Market

Bank of America • Monroe, LA

23h

About The Position

At Bank of America, the Financial Solutions Advisor Consumer Investments provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role triages client leads, refers clients to business partners based on their needs and asset thresholds, meets with clients to review financial and investment goals, builds financial plans, and recommends brokerage products. The advisor also applies and expands their knowledge by completing required licenses and training.

The position may involve providing residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, remain in good standing, and complete the required SAFE Act background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America promotes an in-office culture intended to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This position is scheduled for 40 hours per week, Monday through Friday, with rotating Saturdays.

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 the financial services industry 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.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in the financial services 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).
• 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, banking, and money-managed solutions.
• Recommend banking and investment strategies that align with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on their 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.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially appropriate product services.

Benefits

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

What This Job Offers

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