Bank of America
Financial Solutions Advisor Consumer Investments - Coastal Carolinas Market
Myrtle Beach +1 · Full-time · Posted Aug 5, 2026
- Location
- Myrtle Beach
Pawleys Island - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded; preferred: three or more years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized investment solutions, helping clients plan goals, recommending products and strategies, and referring clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners.
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.
- Available to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years in financial services and/or goal-based sales; additional professional designations or insurance licenses.
Model-written summary · the original posting is authoritative