Bank of America
Financial Solutions Advisor Consumer Investments - Greensboro Area
Greensboro +3 · Full-time · Posted Aug 5, 2026
- Location
- Greensboro
Kernersville
Winston Salem
High Point - 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
Advises clients on financial and investment goals by creating financial plans, recommending banking and brokerage solutions, and referring clients to appropriate internal partners.
What you'll do
- Build financial plans and recommend investment and banking strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify prospective clients and manage risk in daily activities.
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.
- Available Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Three or more years of financial-services and/or goal-based sales experience; additional professional designations or insurance licenses.
Model-written summary · the original posting is authoritative