Financial Solutions Advisor: Client Wealth & Planning

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

Job summary

Bank of America seeks a client-focused financial professional to provide comprehensive financial guidance and customized solutions, including brokerage products, mortgages, and referrals to internal partners. The role supports meeting client goals, expanding licenses, and maintaining SAFE Act requirements.

The position emphasizes building trusted client relationships, planning strategies, and navigating a fast-paced environment with adherence to regulatory standards.

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

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds<br/>Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Relations

Financial Planning

Sales Experience

Time Management

Regulatory Compliance

Communication Skills

Education

High School Diploma or GED

FINRA SIE preferred

Tools

Microsoft Office

CRM systems

Job description

Bank of America seeks a client-focused financial professional to provide comprehensive financial guidance and customized solutions, including brokerage products, mortgages, and referrals to internal partners. The role supports meeting client goals, expanding licenses, and maintaining SAFE Act requirements.

The position emphasizes building trusted client relationships, planning strategies, and navigating a fast-paced environment with adherence to regulatory standards.