Investment & Banking Solutions Advisor

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

Job summary

Bank of America in Tennessee seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan and recommend brokerage products such as stocks, bonds, mutual funds, annuities, and banking options.

This role requires current Series 7 and 66 licenses (or equivalents), at least one year in investments or financial services sales,

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 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.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Must be able to work Monday through Friday and rotating Saturdays.

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

Series 66

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Sales experience

Communication skills

Time management

Regulatory compliance

Financial planning

Education

High School Diploma/GED

Job description

Bank of America in Tennessee seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan and recommend brokerage products such as stocks, bonds, mutual funds, annuities, and banking options.

This role requires current Series 7 and 66 licenses (or equivalents), at least one year in investments or financial services sales,