Investment Solutions Advisor - Financial Planning & Investments

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

Job summary

Bank of America Corporation in Gallatin, TN is seeking a licensed financial advisor to help clients achieve financial goals through tailored plans using brokerage products, banking solutions, and investment strategies.

Role requires Series 7 and 66 licenses, at least 1 year in investments, and a drive to grow client relationships while managing risk. Schedule includes Monday–Friday with rotating Saturdays; in-office culture with compliance focus.

Qualifications

• Current Series 7 and 66 licenses (or equivalents 63/65)
• Minimum 1 year of investments industry experience
• 1+ year in financial services or sales with targets
• Ability to set and achieve goals, build relationships, and work with others
• Strong communication, time management, and regulatory due diligence awareness

Responsibilities

• Work with clients to plan short- and long-term financial goals using brokerage products and banking solutions
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal partners as needed
• Mitigate and control risk in daily activities
• Identify and engage new clients through referrals or existing clientele
• Provide coaching to referral partners and utilize knowledge of client needs

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in Gallatin, TN is seeking a licensed financial advisor to help clients achieve financial goals through tailored plans using brokerage products, banking solutions, and investment strategies.

Role requires Series 7 and 66 licenses, at least 1 year in investments, and a drive to grow client relationships while managing risk. Schedule includes Monday–Friday with rotating Saturdays; in-office culture with compliance focus.