Bank of America
Financial Solutions Advisor Consumer Investments - Greenville Market
Boone +4 · Full-time · Posted Aug 5, 2026
- Location
- Boone
Anderson
Asheville
Spartanburg
Greenville - 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 goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides clients with financial plans and customized banking and investment recommendations, while managing referrals and identifying prospective clients.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
- Identify prospective 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 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-environment experience where goals were met or exceeded.
- 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 of financial-services and/or goal-based sales experience; additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative