Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Woodruff Road Financial Center
Greenville · Full-time · Posted Sep 28, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; a bachelor's degree is stated as an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial and investment advice, builds client financial plans, recommends solutions, and refers clients to appropriate internal partners.
What you'll do
- Builds financial plans using brokerage, banking, and money-managed solutions to support clients’ short- and long-term goals.
- Recommends banking and investment strategies, triages client requests, and makes referrals based on client needs and asset thresholds.
- Identifies potential clients, manages risk, and completes required licenses and training.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills for building peer relationships.
- Ability to manage time, handle multiple tasks, adapt to technology, and prioritize clients in a fast-paced environment.
Nice to have
- FINRA Securities Industry Essentials (SIE) currently held.
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative