Client Wealth & Investment Advisor

Bank of America; Brentwood (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a financial advisory professional to provide comprehensive advice and customized solutions that help clients reach their financial goals. You will triage leads, refer to partners, and meet clients to review goals and recommend products, with required licenses and SAFE Act compliance for mortgage lending.

The role emphasizes in-office collaboration, with role-specific flexibility based on business needs, and opportunities for development and impact within a large,

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Plans clients' short- and long-term financial goals by using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America is hiring a financial advisory professional to provide comprehensive advice and customized solutions that help clients reach their financial goals. You will triage leads, refer to partners, and meet clients to review goals and recommend products, with required licenses and SAFE Act compliance for mortgage lending.

The role emphasizes in-office collaboration, with role-specific flexibility based on business needs, and opportunities for development and impact within a large,