Bank of America

Financial Advisor

Bank of America

Raleigh, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Bank of America, one of the largest and most trusted financial institutions in the world. We are currently seeking a highly motivated and customer-centric individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to make a significant impact on the financial well-being of our clients by providing them with personalized financial guidance and solutions. If you are passionate about helping others achieve their financial goals and possess a strong understanding of the financial industry, we would love to hear from you. Join us in our mission to help individuals and families achieve their financial dreams.

  1. Provide personalized financial guidance and solutions to clients based on their individual financial goals and needs.
  2. Develop and maintain strong relationships with clients to ensure their financial needs are met.
  3. Conduct thorough financial assessments and analysis to identify opportunities for clients to improve their financial standing.
  4. Stay up-to-date on industry regulations and trends to ensure compliance and provide accurate and relevant financial advice.
  5. Collaborate with other team members to provide a seamless and comprehensive financial experience for clients.
  6. Actively promote and sell financial products and services to clients, while adhering to ethical sales practices.
  7. Provide exceptional customer service and address any client inquiries or concerns in a timely and professional manner.
  8. Utilize various financial tools and technology to assist clients in managing their finances.
  9. Continuously educate oneself on new financial products, services, and industry developments to improve knowledge and expertise.
  10. Meet and exceed individual and team sales targets and goals.
  11. Participate in training and development programs to enhance skills and knowledge.
  12. Adhere to all company policies, procedures, and regulations.
  13. Represent Bank of America in a positive and professional manner at all times.
Where is this job?
This job is located at Raleigh, NC, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills To Build And Maintain Client Relationships.

  • Bachelor's Degree In Finance, Business, Economics, Or A Related Field.

  • Strong Knowledge Of Investment Products And Financial Markets.

  • Minimum Of 2-3 Years Of Experience In Financial Planning Or Advising.

  • Applicable Licenses And Certifications, Such As Series 7 And 66, Cfp, Or Cfa.

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Cash flow analysis

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment planning

  • Insurance Products

  • Client

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor in Raleigh, NC, USA is $55,000 - $90,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry the advisor works in. Some financial advisors may also receive bonuses or commissions on top of their base salary.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 10th, 2024
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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