Bank of America
Financial Solutions Advisor Consumer Investments - Jones Bridge Financial Center
Alpharetta · Full-time · Posted Oct 26, 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, creates financial plans, recommends brokerage and banking solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend investment and banking strategies tailored to clients’ goals.
- Triage client requests, make referrals based on client needs and asset thresholds, and engage potential new clients.
- Manage risk and coach referral partners on client needs and potential services.
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 able to work Monday through Friday and rotating Saturdays.
Nice to have
- Three or more years of financial-services and/or goal-based sales experience.
- CFP or CRPC designation; insurance licenses.
Model-written summary · the original posting is authoritative