Financial Solutions Advisor Consumer Investments - Charlotte Market

Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licensesMinimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and servicesMinimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceededSets and accomplishes goals, achieving whatever one sets their mind toBuilds and nurtures strong relationshipsCollaborates effectively with others to get things doneCommunicates effectively and confidently and is comfortable engaging all clientsManages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environmentLikes to learn, adapts to new information and seeks the right solutions for clientsEfficiently manages time and capacityThorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clientsMust be able to work Monday through Friday and rotating SaturdaysDesired Qualifications:Strong computer skills with an ability to multitask in a demanding environmentThree or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceededAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Obtained insurance licensesSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentSchedule:Monday – Fridays and rotating SaturdaysShift:1st shift (United States of America)Hours Per Week:40