Bank of America
Financial Solutions Advisor Consumer Investments - Northwest Atlanta Market
Alpharetta +5 · Full-time · Posted Oct 13, 2026
- Location
- Alpharetta
Duluth
Woodstock
Marietta
Atlanta
Cumming - Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-based sales; 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 advice and customized investment solutions, builds financial plans, and refers clients to appropriate internal partners based on their needs and assets.
What you'll do
- Builds financial plans and recommends brokerage, banking, and investment solutions aligned with clients’ goals.
- Triages client requests, refers them to internal service providers, and develops new client relationships.
- 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 sales experience in an environment where goals were met or exceeded.
- Available 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; strong computer skills.
Model-written summary · the original posting is authoritative