Strategic Investment Solutions Advisor

Bank of America Corporation; Springfield (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation is seeking a licensed financial professional to guide clients toward their financial goals with brokerage and banking solutions. You will build financial plans, review investment goals, and refer clients to internal specialists based on assets and needs.

The role requires Series 7 and 66 licenses (or 63/65), along with 1+ year in investments or financial services, and a capacity to work Monday–Friday with rotating Saturdays. Strong relationship skills are essential.

Qualifications

• Series 7 and 66 licenses (or 63/65 in lieu) are required.
• Minimum 1 year in the investments industry with product knowledge.
• Minimum 1 year in financial services or sales with goals met.
• Ability to build strong client relationships and communicate effectively.
• Willingness to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client goals.
• Triages client requests and referrals to internal partners based on assets.
• 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

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

Job description

Bank of America Corporation is seeking a licensed financial professional to guide clients toward their financial goals with brokerage and banking solutions. You will build financial plans, review investment goals, and refer clients to internal specialists based on assets and needs.

The role requires Series 7 and 66 licenses (or 63/65), along with 1+ year in investments or financial services, and a capacity to work Monday–Friday with rotating Saturdays. Strong relationship skills are essential.