Bank of America
Financial Solutions Advisor I Consumer Investments - Raleigh Market
Apex +11 · Full-time · Posted Oct 1, 2026
- Location
- Apex
Raleigh
Knightdale
Durham
Wake Forest
Chapel Hill
Clayton
Holly Springs
Cary
RALEIGH
Greenville
Fuquay Varina - Experience
- Minimum of one year in financial services and/or a sales environment where goals were met or exceeded; one year in the investment industry is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial and investment goals, recommends customized banking and investment strategies, and connects clients with appropriate internal services.
What you'll do
- Builds financial plans using brokerage, banking, and money-managed solutions; recommends strategies aligned with client needs.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients and manages risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65 instead; candidates with one of Series 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High school diploma, GED, secondary school qualification, or equivalent.
- Strong relationship-building, communication, collaboration, and goal-management skills.
Nice to have
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Additional designations such as CFP or CRPC; insurance licenses; strong computer skills.
Model-written summary · the original posting is authoritative