Bank of America
Financial Solutions Advisor Consumer Investments - Capital Blvd Financial Center (Bilingual Spanish Required)
Raleigh · Full-time · Posted Sep 28, 2026
- Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; desired: three or more years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment solutions, including financial plans, brokerage recommendations, client referrals, and risk management.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests, refers clients to internal partners, and engages potential new clients.
- Manages risk and coaches referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and 66 licenses, or Series 63 and 65 in lieu of 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial services and/or sales experience where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial services and/or sales experience where goals were met or exceeded.
- Additional professional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative