Bank of America
National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)
Charlotte · Full-time · Posted Aug 4, 2026
- Experience
- 0–2 years in financial services and/or a metrics-based sales environment is desired.
- Education
- Bachelor’s degree desired.
About the job
Provides financial advice to clients through a contact center, recommending investment, banking, and lending solutions and connecting clients with Bank of America and Merrill partners.
What you'll do
- Assess client needs and recommend strategies and solutions to support their financial goals.
- Deliver client reviews and presentations, and build and manage client relationships.
- Collaborate with banking and investment partners to connect clients with relevant offerings.
What they ask for
- Series 7 and Series 66 or equivalent; if Series 66 is not currently held, it must be obtained within 90 days.
- Comfort with sales and nurturing client relationships.
- Clear, confident communication and productive collaboration.
- Ability to manage complexity, prioritize, adapt, and work efficiently in a fast-paced environment.
Nice to have
- Bachelor’s degree.
- Experience assessing client needs, recommending solutions, and building or managing client relationships; strong computer skills.
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