Bank of America
Financial Solutions Advisor Consumer Investments - Columbia Metro Market
Columbia · Full-time · Posted Aug 5, 2026
- 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; desired: 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 and investment advice, builds financial plans, recommends brokerage and banking solutions, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests, makes referrals, and identifies potential new clients.
- Manages risk and coaches 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 investment-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 available Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC), and/or insurance licenses.
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative