Bank of America
Financial Solutions Advisor Consumer Investments - Northwoods Financial Center (Bilingual Spanish Required)
North Charleston · Full-time · Posted Sep 16, 2026
- Experience
- Minimum one year in the investments industry and minimum 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 advice and customized investment solutions, helping clients plan goals, recommending products, and referring them 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 Series 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 product and service knowledge.
- At least one year of financial-services 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, or insurance licenses.
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