Financial Solutions Advisor: Client Wealth & Banking Expert

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

Job summary

Bank of America is seeking a financial advisor to provide tailored advice and solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

Licenses and compliance training are required, including SAFE Act obligations for mortgage origins. The position emphasizes building client relationships, managing risk, and delivering value through brokerage and banking solutions in a

Qualifications

• Experience in cultivating client relationships and assessing needs.
• Ability to meet regulatory licensing requirements.
• Strong communication and collaboration skills.

Responsibilities

• Triages client leads and makes referrals based on client needs and asset thresholds.
• Provides comprehensive financial advice and customized solutions.
• Meets with clients to review financial and investment goals and recommend products.
• Supports mortgage loan origination processes and SAFE Act requirements.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Ris​k Management

Oral Communications

Business Acumen

Execution of multiple tasks

Client Solutions

Referral Management

Prospecting

Trading

Executive Presence

Education

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is seeking a financial advisor to provide tailored advice and solutions to clients, helping them reach their financial goals. The role involves triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

Licenses and compliance training are required, including SAFE Act obligations for mortgage origins. The position emphasizes building client relationships, managing risk, and delivering value through brokerage and banking solutions in a