Bank of America
Financial Solutions Advisor Consumer Investments - Charlotte Market
Salisbury +5 · Full-time · Posted Aug 5, 2026
- Location
- Salisbury
Cornelius
Concord
Charlotte
Kannapolis
Statesville - Experience
- Minimum of one year in the investments industry and minimum of one year in financial services and/or sales; desired: three or more years in financial services and/or sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial and investment advice, builds client financial plans, recommends products, and connects clients with appropriate internal partners.
What you'll do
- Develop financial plans and recommend brokerage, banking, and investment solutions aligned with client goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Engage potential clients, manage risk, and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 in lieu of Series 66.
- At least one year of investments-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP and/or CRPC designation, or insurance licenses.
Model-written summary · the original posting is authoritative