Bank of America
Financial Solutions Advisor- Peachtree City
Peachtree City · Full-time · Posted Oct 10, 2025
- Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded. Desired: at least three years in financial services and/or goal-based sales.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by developing financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with client goals.
- Triages client requests, makes referrals based on client needs and asset thresholds, and engages potential new clients.
- Manages risk and provides coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; candidates missing Series 66 may be offered the role contingent on passing the missing series within 60 days.
- 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 goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years of financial-services and/or goal-based sales experience; additional professional designations such as CFP or CRPC, or insurance licenses.
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