Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Capital Blvd Financial Center (Bilingual Spanish Required)
Raleigh · Full-time · Posted Sep 28, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment advice, recommends banking and investment strategies, and refers clients to internal partners based on their needs and assets.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions.
- Recommends strategies aligned with clients’ financial goals and needs; identifies potential new clients.
- Triages client requests, makes referrals, and manages risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to handle multiple tasks.
- Effective communication and collaboration, with a results-driven approach that prioritizes clients’ interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative