Investment Solutions Advisor - Client Wealth Planning

Bank of America Corporation; Lebanon (TN); On-site; USD 85,000 - 125,000; Full time

Job summary

Bank of America Corporation is seeking a dedicated financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role emphasizes building financial plans, reviewing investment goals, and recommending brokerage products.

You will meet with clients, triage leads, and refer to partners while maintaining regulatory compliance, including SAFE Act requirements for mortgage originations.

Qualifications

• Current Series 7 and 66 licenses or equivalent.
• At least 1 year in investments or financial services.
• Experience in a sales environment with goals met.
• Ability to build and nurture client relationships and manage referrals.
• Familiarity with SAFE Act mortgage origination requirements.

Responsibilities

• Plan clients' financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with goals.
• Triages client requests and referrals to internal partners.
• Mitigate and control risk as part of daily activities.
• Identify new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7 & 66 licenses

Investment products knowledge

Client relationship building

Regulatory due diligence

Strong communication

Time management

Education

High School Diploma or GED

Job description

Bank of America Corporation is seeking a dedicated financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role emphasizes building financial plans, reviewing investment goals, and recommending brokerage products.

You will meet with clients, triage leads, and refer to partners while maintaining regulatory compliance, including SAFE Act requirements for mortgage originations.