Investment Solutions Advisor: Financial Planning

Bank of America Corporation; Smyrna (TN); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America Corporation in Smyrna, TN seeks a financial professional to provide tailored advice and brokerage product recommendations to help clients reach financial goals. You will triage leads, refer to partners, meet clients, and build comprehensive financial plans with appropriate banking and investing strategies.

Ideal candidates hold Series 7 and 66 (or equivalents) with at least one year in investments or financial services, and demonstrate strong relationship building, goal setting,

Qualifications

• Currently holds Series 7 and 66 (or 63/65 in lieu).
• Minimum of one year in investments and financial services or a sales environment.
• Ability to build relationships, plan goals, and communicate clearly.

Responsibilities

• Plan client short- and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triage client requests and referrals to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching and feedback to partners based on client needs.

Skills

Client relationships

Financial planning

Sales excellence

Communication skills

Goal setting

Job description

Bank of America Corporation in Smyrna, TN seeks a financial professional to provide tailored advice and brokerage product recommendations to help clients reach financial goals. You will triage leads, refer to partners, meet clients, and build comprehensive financial plans with appropriate banking and investing strategies.

Ideal candidates hold Series 7 and 66 (or equivalents) with at least one year in investments or financial services, and demonstrate strong relationship building, goal setting,