Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Raleigh/Durham Market
Cary +9 · Full-time · Posted Oct 9, 2026
- Location
- Cary
Raleigh
Durham
Knightdale
Wake Forest
Chapel Hill
Holly Springs
Apex
Fuquay Varina
Greenville - Experience
- No general years of experience specified; desired qualification is a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Trains for securities licenses and an advisory role, then helps financial-center clients identify financial needs and choose banking and investment solutions.
What you'll do
- Build and manage client relationships; assess needs and recommend appropriate solutions.
- Provide comprehensive advice, client reviews, and presentations to help clients pursue financial goals.
- Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
What they ask for
- Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (63 and 65 accepted in lieu of 66).
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration; able to build strong peer relationships.
- Self-disciplined, results-driven, client-focused, able to manage multiple tasks and adapt to new technology.
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