Financial Solutions Advisor: Investments & Planning

Bank of America Corporation

Memphis (TN)

On-site

USD 60,000 - 120,000

Full time

3 days ago

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Job summary

Bank of America in Memphis is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

Licenses (Series 7 and 66 or 63/65) and ongoing training are required. The role emphasizes relationship-building, risk-aware service, and a collaborative, in-office culture with opportunities to grow and

Qualifications

Currently holds Series 7 and Series 66 licenses.
At least 1 year of experience in the investments industry.
Experience in financial services or a sales environment with goals met.
Builds and nurtures strong client relationships and communicates effectively.
Ability to plan financial goals and present brokerage solutions.
Understanding of regulatory requirements and licensing expectations.

Responsibilities

Triages client leads and refers to business partners based on client needs and assets.
Meets with clients to review financial and investment goals and builds financial plans.
Recommends brokerage products and banking solutions aligned with client goals.
Provides coaching to partners and expands knowledge through licenses and trainings.
Identifies and engages potential new clients through referrals or center clientele.