Financial Solutions Advisor Consumer Investments - Nashville/Knoxville TN Market

Bank of America • Hendersonville, TN

1d

About The Position

At Bank of America, the Financial Solutions Advisor Consumer Investments provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads and requests, referring clients to business partners based on their needs and asset thresholds, reviewing financial and investment goals, developing financial plans, and recommending brokerage products and banking and investment strategies.

The advisor works with clients on short- and long-term goals using products such as stocks, bonds, mutual funds, annuities, and banking and managed-money solutions. The position also involves identifying potential clients, managing risk, and coaching referral partners. Advisors are expected to complete required licenses and training. The role may involve residential mortgage loan origination and requires SAFE Act registration and a satisfactory required background check; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its culture as focused on Responsible Growth, inclusion, teammate development, and physical, emotional, and financial wellness. The company maintains an in-office culture, with flexibility based on role responsibilities and business needs. This requisition includes multiple locations, though there is not an immediate opening at every listed location.

Requirements

• Currently hold Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Set and accomplish goals.
• Build and nurture strong relationships.
• Collaborate effectively with others.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Manage goals, navigate complexity, prioritize tasks, and execute in a fast-paced environment.
• Be willing to learn, adapt to new information, and seek appropriate solutions for clients.
• Manage time and capacity efficiently.
• Incorporate relevant regulatory due diligence thoughtfully into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Strong computer skills and the ability to multitask in a demanding environment.
• Three or more years of experience in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Insurance licenses.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and managed-money solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potentially appropriate product services.

Benefits

• Affordable, competitive, and flexible benefits.
• Support for teammates’ physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED