Financial Solutions Advisor- West Charlotte Market

Bank of America

West Charlotte, North Carolina, United States
In-office (specific requirements for office-based attendance)
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for its West Charlotte Market, responsible for providing clients with tailored financial advice and solutions. The role emphasizes building client relationships, knowledge of investment products, and compliance with regulatory requirements

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while supporting teammate wellness.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its West Charlotte Market, responsible for providing clients with tailored financial advice and solutions. The role emphasizes building client relationships, knowledge of investment products, and compliance with regulatory requirements.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Current Series 7 and 66 (or 63/65) licenses
  • Minimum one year investments industry experience
  • Minimum one year financial service or sales experience
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter