Financial Solutions Advisor, Investments & Planning

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

Job summary

Bank of America Corporation is seeking a financial advisor to help clients achieve their financial goals by building comprehensive plans with a range of brokerage products, including stocks and funds. You will meet clients, review investment objectives, and make referrals to partners as needed.

The role requires Series 7 and 66 licenses, at least one year in investments, and a track record of meeting sales goals. Regular weekday hours with rotating Saturdays, in-office environment.

Qualifications

• Holds Series 7 and 66 (or 63/65 in lieu) licenses
• Minimum 1 year in investments industry
• Minimum 1 year in financial services or sales with goals
• Ability to set and achieve goals and build relationships
• Effective collaboration and communication with clients and partners
• Strong time management and regulatory due diligence awareness

Responsibilities

• Plan clients' short and long-term financial goals via brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a financial advisor to help clients achieve their financial goals by building comprehensive plans with a range of brokerage products, including stocks and funds. You will meet clients, review investment objectives, and make referrals to partners as needed.

The role requires Series 7 and 66 licenses, at least one year in investments, and a track record of meeting sales goals. Regular weekday hours with rotating Saturdays, in-office environment.