Wealth & Financial Solutions Advisor

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

Job summary

Bank of America in Nashville seeks a seasoned financial professional to provide comprehensive advice and tailored solutions, helping clients reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role requires completing required licenses and trainings; it may involve residential mortgage lending with SAFE Act registration.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Prospecting

Risk Management

Oral Communications

Trading

Business Acumen

Executive Presence

Referral Management

Client Management

Customer and Client Focus

Branding

Pipeline Management

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America in Nashville seeks a seasoned financial professional to provide comprehensive advice and tailored solutions, helping clients reach their financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.

The role requires completing required licenses and trainings; it may involve residential mortgage lending with SAFE Act registration.