Financial Solutions Advisor - Client Investment Planner

Bank of America Corporation; Brentwood (TN); On-site; USD 65,000 - 110,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive client guidance, build financial plans with brokerage products, and recommend banking and investment solutions. You will triage client needs, refer to partners, and assist in growing client relationships.

You will apply licenses, meet regulatory requirements, and advocate for clients while supporting growth in a collaborative, in-office environment designed to help teammates learn and develop.

Qualifications

• Hold Series 7 and 66 licenses (or equivalents)
• At least 1 year in investments with knowledge of investment products and services
• At least 1 year in financial services or a sales environment with goals met or exceeded
• Ability to set and accomplish goals and targets
• Strong relationship-building skills and client focus
• Collaborates effectively with others to get things done
• Communicates clearly and confidently with clients
• Manages multiple goals in a fast-paced environment
• Willingness to learn and adapt to client needs

Responsibilities

• Plan clients' short- and long-term financial goals by designing financial plans with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers by asset thresholds
• Mitigate and manage risk as part of daily activities
• Identify potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners regarding client needs and products

Skills

Series 7/66 licenses

Investment products knowledge

Sales experience

Client relationship building

Communication skills

Fast-paced adaptability

Goal setting

Collaboration

Learning mindset

Job description

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive client guidance, build financial plans with brokerage products, and recommend banking and investment solutions. You will triage client needs, refer to partners, and assist in growing client relationships.

You will apply licenses, meet regulatory requirements, and advocate for clients while supporting growth in a collaborative, in-office environment designed to help teammates learn and develop.