Bank of America
Financial Solutions Advisor II- Consumer Investments-Alpharetta market
Alpharetta +2 · Full-time · Posted Jul 18, 2025
- Location
- Alpharetta
Atlanta
Duluth - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment; three years’ experience in financial services and/or goal-driven sales is preferred.
About the job
Provides financial and investment advice to clients, builds financial plans, recommends brokerage and banking solutions, and refers clients to internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with clients’ goals.
- Triage client requests, make referrals, and identify potential new clients.
- Manage risk and coach referral partners on client needs and potential product recommendations.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may obtain the missing license within 60 days of an offer.
- At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-driven sales experience.
- Demonstrated relationship-building, communication, collaboration, prioritization, and client-focused skills.
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