Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - West Charlotte Market (Bilingual Spanish Required)
Charlotte +1 · Full-time · Posted Oct 13, 2026
- Location
- Charlotte
CHARLOTTE - Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs and recommending banking and investment solutions.
What you'll do
- Obtain securities licenses and complete advisor training.
- Build client relationships, assess financial needs, and recommend strategies and solutions.
- Deliver client reviews and presentations and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; ability to manage time, multitask, and adapt to new technology.
- Results-driven approach that prioritizes client interests in a complex, fast-paced environment.
Nice to have
- SIE (Securities Industry Essentials).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Model-written summary · the original posting is authoritative