Strategic Financial Solutions Advisor

ghr; Nashville (TN); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial advisor to deliver comprehensive financial guidance and customized solutions to clients in the Nashville area. You will review goals, reference banking and investment products, and work with partners to meet asset targets.

The role requires obtaining licenses, including potential SAFE Act compliance for mortgage loan activities, with emphasis on client-centered service and regulatory integrity.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and determining needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration with peers.

Responsibilities

• Work with clients to plan financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal partners based on asset thresholds; mitigates risk.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Advisory Skills

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is seeking a financial advisor to deliver comprehensive financial guidance and customized solutions to clients in the Nashville area. You will review goals, reference banking and investment products, and work with partners to meet asset targets.

The role requires obtaining licenses, including potential SAFE Act compliance for mortgage loan activities, with emphasis on client-centered service and regulatory integrity.