Financial Planning & Investment Advisor

94-1687665 Bank of America, National Association; Nashville (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in Nashville seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients reach financial goals. You will triage leads, refer to specialists, review goals with clients, and expand knowledge through required licenses.

This role requires Series 7 and 66, sales experience, and strong relationship-building. You will engage clients, manage risk, and work with internal partners to deliver tailored investment and banking solutions.

Qualifications

• Current Series 7 & 66 (63 & 65 in lieu of 66) licenses; ability to obtain missing license within 60 days.
• At least one year in financial services or sales with goals achieved.
• Ability to set and accomplish goals and build strong client relationships.
• Strong collaboration and communication skills; comfortable engaging clients.
• Ability to navigate a fast-paced environment and manage time effectively.
• Regulatory due diligence incorporated into daily activities and long-term strategies.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products and banking solutions.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or existing clientele.

Skills

Client Experience

Solutions Advisory

Pipeline Management

Referral Management

Investment Management

Client Management

Portfolio Management

Prospecting

Risk Management

Executive Presence

Oral Communications

Education

High School Diploma / GED

Job description

Bank of America in Nashville seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients reach financial goals. You will triage leads, refer to specialists, review goals with clients, and expand knowledge through required licenses.

This role requires Series 7 and 66, sales experience, and strong relationship-building. You will engage clients, manage risk, and work with internal partners to deliver tailored investment and banking solutions.