Financial Solutions Advisor - Investments & Planning

Bank of America Corporation; Gallatin (TN); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Corporation in Gallatin, Tennessee, is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products and banking solutions.

The role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a track record of hitting sales goals, building client relationships, and collaborating across teams to deliver tailored strategies.

Qualifications

• Currently holds Series 7 and 66 licenses.
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Loves to learn, adapts to new information and seeks the right solutions for clients.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

Skills

Series 7 & 66

Investment knowledge

Sales experience

Relationship building

Communication skills

Financial services

Job description

Bank of America Corporation in Gallatin, Tennessee, is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products and banking solutions.

The role requires Series 7 and 66 licenses, at least one year in investments or financial services, and a track record of hitting sales goals, building client relationships, and collaborating across teams to deliver tailored strategies.