Client-Focused Investment Solutions Advisor

Bank of America Corporation; Franklin (TN); Vor Ort; USD 60.000 - 100.000; Vollzeit

Zusammenfassung

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners, and reviewing financial and investment plans with clients.

You will work toward meeting licenses and trainings, with potential involvement in residential mortgage loan originations under SAFE Act requirements.

Qualifikationen

• Must hold Series 7 and 66 licenses (or 63/65 alternatives)
• Minimum one year in investments industry with product knowledge
• Minimum one year in financial services or sales environment with goals
• Strong relationship-building skills and ability to collaborate
• Effective communication and client engagement across channels

Aufgaben

• Plan clients' short and long‑term financial goals by building a plan with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to appropriate internal partners based on client assets
• Mitigate and control risk as part of daily activities
• Identify potential new clients through referrals or existing clientele
• Provide coaching to referral partners based on client needs and product services

Kenntnisse

Client relationship building

Financial goal planning

Effective communication

Sales experience

Risk awareness

Ausbildung

Series 7 & 66 licenses (or 63/65 in lieu of 66)

Jobbeschreibung

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners, and reviewing financial and investment plans with clients.

You will work toward meeting licenses and trainings, with potential involvement in residential mortgage loan originations under SAFE Act requirements.