Client-Focused Financial Solutions Advisor

Bank of America; Collierville (TN); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Collierville, TN seeks a financial advisor to help clients reach their financial goals by triaging leads, referring to partners, and meeting with clients to review financial goals and recommend products.

The role requires licenses, strong time management, and a client-centric approach in a fast-paced environment. SAFE Act registration applies for mortgage work; office-based with role-based flexibility is offered.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
• FINRA SIE is preferred or required for many roles.

Responsibilities

• Triages client leads and makes referrals to internal service providers based on client needs and asset thresholds.
• Builds financial plans with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommends banking and investments strategies aligned with client goals and needs.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

Bachelor's degree

FINRA SIE

High School Diploma

Job description

Bank of America in Collierville, TN seeks a financial advisor to help clients reach their financial goals by triaging leads, referring to partners, and meeting with clients to review financial goals and recommend products.

The role requires licenses, strong time management, and a client-centric approach in a fast-paced environment. SAFE Act registration applies for mortgage work; office-based with role-based flexibility is offered.