Financial Solutions Advisor | Wealth Planning & Investments

Bank of America; Nashville (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America in Nashville is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through a mix of brokerage and banking products. The role involves meeting clients, triaging leads, and coordinating with partners to tailor recommendations.

Candidates should pursue required licenses, build client relationships, and manage risk in a fast-paced, results-driven environment.

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 short and long-term financial goals with brokerage products
• Recommends banking and investments strategies aligned with client goals
• Triages client requests and makes referrals to internal service providers based on needs and assets
• Identifies and engages potential new clients through referrals or center clientele

Skills

Client Experience

Investment Management

Portfolio Management

Sales Experience

Education

High School Diploma

Tools

CRM Systems

Job description

Bank of America in Nashville is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through a mix of brokerage and banking products. The role involves meeting clients, triaging leads, and coordinating with partners to tailor recommendations.

Candidates should pursue required licenses, build client relationships, and manage risk in a fast-paced, results-driven environment.