Bank of America
Financial Solutions Advisor Consumer Investments - Newnan/LaGrange GA Area
Newnan +1 · Full-time · Posted Oct 7, 2026
- Location
- Newnan
Lagrange - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment; desired qualification: 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, builds financial plans, recommends products, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment strategies aligned with client goals.
- Triages client requests and refers them 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 66 licenses, or Series 63 and 65 instead 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
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC, and/or insurance licenses.
Model-written summary · the original posting is authoritative