Become a Financial Solutions Advisor at Bank of America, guiding clients toward achieving their financial objectives through tailored advice and comprehensive planning. In this agile role, you'll provide personalized financial strategies to clients while leveraging your knowledge of investment products.

Your responsibilities include building financial plans, triaging requests, and cultivating a robust network for referrals. You'll focus on aligning client needs with solid financial solutions while ensuring adherence to regulatory standards. Key Responsibilities:
Create tailored financial plans to meet client goals
Recommend strategies for investments and banking services
Triaging client needs and making informed referrals
Control risk management in daily financial interactions
Engage current clients through proactive outreach Requirements:
Hold Series 7 and 66 licenses (or equivalents)
Minimum one year of relevant industry experience
Proven history of meeting sales targets
Robust interpersonal relationship skills
Effective communication with diverse clients Bring your financial solutions expertise to Bank of America and foster client success.

📌 Financial Advisor Role At Bank Of America Raleigh
🏢 Bank of America
📍 Raleigh