Investment Solutions Advisor — Personal Finance & Banking

Bank of America Corporation; Collierville (TN); On-site; USD 70,000 - 120,000; Full time

Job summary

Bank of America Corporation is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to business partners by client need and asset thresholds, and reviewing goals with clients to build financial plans incorporating brokerage products.

Compliance with SAFE Act requirements is noted for mortgage-related duties.

Qualifications

• Holds Series 7 and 66 licenses (or equivalents 63 and 65)
• Minimum 1 year experience in investments industry and knowledge of investment products/services
• Minimum 1 year experience in financial services and/or a sales environment with goals met/exceeded
• Sets and accomplishes goals
• Builds and nurtures strong client relationships
• Collaborates effectively with others to achieve tasks
• Communicates effectively and confidently with clients
• Manages goals, navigates complexity, prioritizes tasks in fast-paced settings
• Lears quickly and seeks solutions for clients

Responsibilities

• Plan clients' short and long-term financial goals by building financial plans with brokerage products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to appropriate internal service providers
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or center clientele
• Provide coaching and feedback to referral partners based on client needs and product services

Skills

Series 7 & 66 licenses

Investments industry experience

Financial services sales experience

Goal setting & achievement

Relationship building

Collaboration

Communication skills

Time management & prioritization

Adaptability & learning

Job description

Bank of America Corporation is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role involves triaging leads, referring to business partners by client need and asset thresholds, and reviewing goals with clients to build financial plans incorporating brokerage products.

Compliance with SAFE Act requirements is noted for mortgage-related duties.