Investment Solutions Advisor — Client Planning & Brokerage

Bank of America Corporation; Knoxville (TN); On-site; USD 70,000 - 95,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized brokerage solutions. You will triage client leads, refer to business partners, meet with clients to review financial and investment goals, build financial plans, and recommend banking and investments.

This role requires licensing (Series 7/66 or 63/65), strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 in lieu) and ongoing compliance.
• Minimum one year in investments or financial services with sales experience.
• Ability to build and nurture client relationships and meet goals.
• Strong communication and time-management skills.
• Knowledge of regulatory due diligence and internal controls.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and refers to internal service providers.
• Mitigates risk as part of daily activities.
• Identifies and engages new clients through referrals.
• Provides coaching to referral partners based on client needs.

Skills

Licensing: Series 7 & 66

Relationship building

Client communication

Time management

Regulatory diligence

Sales experience

Education

High School Diploma / GED

Job description

Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and customized brokerage solutions. You will triage client leads, refer to business partners, meet with clients to review financial and investment goals, build financial plans, and recommend banking and investments.

This role requires licensing (Series 7/66 or 63/65), strong relationship skills, and the ability to work Monday through Friday with rotating Saturdays.