Bank of America
Financial Solutions Advisor Consumer Investments - Raleigh/Durham Market
Cary +9 · Full-time · Posted Oct 13, 2026
- Location
- Cary
Raleigh
Durham
Knightdale
Wake Forest
Chapel Hill
Holly Springs
Apex
Fuquay Varina
Greenville - Experience
- Minimum of one year in the investments industry and minimum of one year in financial services and/or a sales environment where goals were met or exceeded; three or more years in the latter is desired.
- 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
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with client goals.
- Triage client requests, make referrals, and identify potential new clients.
- Manage risk and coach referral partners on client needs and suitable product services.
What they ask for
- Currently holds Series 7 and Series 66 (or Series 63 and 65 in lieu of 66) licenses.
- At least one year of investments-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.
- Three or more years in financial services and/or goal-based sales; additional designations such as CFP or CRPC, or insurance licenses.
Model-written summary · the original posting is authoritative