Wealth Solutions Advisor – Consumer Investments

Bank of America Corporation

Nashville (TN)

On-site

USD 90,000 - 120,000

Full time

3 days ago

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Job summary

Bank of America Corporation in Nashville seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products, banking, and managed solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and recommend investments.

Role requires completion of licenses and trainings, potential residential mortgage lending responsibilities, and compliance with SAFE

Qualifications

Holds FINRA Series 7 and Series 66 (or 63/65) licenses.
Experience in investments and financial products/services.
Experience in financial services sales with targets.
Proven ability to set and achieve goals.
Strong relationship-building and collaboration skills.
Effective communication with clients at all levels.
Willingness to learn and adapt to new information and solutions.
Knowledge of regulatory/compliance requirements.

Responsibilities

Triages client leads and makes referrals to internal partners based on client needs and assets.
Meets with clients to review financial goals and builds financial plans.
Recommends brokerage products and banking solutions aligned with client goals.
Maintains knowledge through licenses and trainings.
Assists with mortgage loan processes when applicable and complies with SAFE Act.