Financial Solutions Advisor II - Coastal Carolinas
Bank of AmericaMyrtle Beach, South Carolina, United States • South Carolina, United States
Posted January 8, 2026
Full Time
About the Company
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description
The Financial Solutions Advisor II - Coastal Carolinas role 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.
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Benefits
- Retirement Plan
- Visa Sponsorship
- Generous Paid Time Off
