We have other current jobs related to this field that you can find below

  • Financial Advisor

    3 months ago

    Raleigh, United States Pinnacle Financial Partners Full time

    At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning,...

  • Merrill Financial Solutions Advisor

    3 months ago

    Raleigh, United States Bank of America Full time

    Job Description: Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging...

  • Financial Advisor

    3 days ago

    Raleigh, United States The Pelora Group Full time

    Description Are you an Investment Advisor looking to take your career to the next level? Join The Pelora Group in Raleigh, NC, US, where you can earn impressive annual compensation structure ranging from $56,000 to $350,000 or more! Our team is dedicated to helping clients achieve their financial goals through expert financial planning and strategic...

  • Financial Solutions Advisor Registration Candidate

    3 months ago

    Raleigh, United States Bank of America Full time

    Description : This job will be open and accepting applications for a minimum of seven days from the date it was posted. At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital...

  • Financial Advisor

    1 month ago

    Raleigh, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our...

  • Financial Advisor

    2 months ago

    Raleigh, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members...

  • Financial Advisor

    3 months ago

    Raleigh, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, L. P. (CFS) Coastal Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Raleigh, NC area.As Coastal’s Financial Advisor, you'll have the opportunity to use your sales talents and ability to build...

  • Financial Advisor Assistant

    2 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm Description We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Financial Advisor Assistant

    2 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm Description We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Financial Advisor Assistant

    2 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Financial Advisor's Assistant

    3 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Financial Advisor's Assistant

    3 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Financial Advisor Assistant

    2 weeks ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Merrill Experienced Financial Advisor

    3 months ago

    Raleigh, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Senior Financial Advisor Leader

    5 days ago

    Raleigh, North Carolina, United States The Pelora Group Full time

    Are you driven by a passion for financial guidance and team leadership? The Pelora Group is looking for a Financial Advisor Manager to enhance our vibrant team. This position offers an attractive earning potential ranging from $70,000 to $350,000, presenting a valuable opportunity for professional advancement. As a Financial Advisor Manager at The Pelora...

  • Financial Assistance Advisor

    2 months ago

    Raleigh, United States ECPI University Full time

    Overview: Financial Assistance Advisor This position will work at ECPI Universitys Raleigh, NC campus located at 4101 Doie Cope Rd., Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

  • Financial Advisor

    2 months ago

    Raleigh, United States The Ladders Full time

    Job Title: Financial Advisor Position Location: Raleigh, NC Your impact: As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and...

  • Financial Advisor

    3 months ago

    Raleigh, United States Coastal Credit Union Full time

    Job Title: Financial Advisor Position Location: Raleigh, NC Your impact: As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to help them identify their financial needs and goals. You'll identify their needs, gather data, and then analyze that data to prepare and...

  • Brokerage Financial Consultant

    3 months ago

    Raleigh, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Financial Planning Advisor

    5 days ago

    Raleigh, North Carolina, United States RSC2 Inc. Full time

    Company Overview:Founded in 2009, RSC2, Inc. is a Small Business Administration (SBA) Certified HUBZone Professional Services firm based in Baltimore, Maryland. We specialize in delivering innovative expertise, support services, and technologies designed to enhance the performance of operations, programs, and systems of record. Our dedicated team is trained...

Financial Solutions Advisor

1 month ago

Raleigh, United States Bank of America Full time

Financial Solutions Advisor - Consumer Investments page is loaded

Financial Solutions Advisor - Consumer Investments

Apply

locations

Raleigh

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

24017853

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description: 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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 solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Written Communications Minimum Education Requirement:

Null Shift: 1st shift (United States of America)

Hours Per Week: 40

#J-18808-Ljbffr