Financial Solutions Advisor Consumer Investments - Nashville/Knoxville TN Market

Bank of America • Springfield, MO

2d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor Consumer Investments helps clients achieve their financial goals by providing comprehensive advice and customized solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, reviewing clients’ financial and investment goals, building financial plans, and recommending brokerage products. Advisors apply and expand their knowledge by completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration. Employees engaged in residential mortgage loan originations must register with the federal registry system, complete the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This requisition lists multiple locations, but there is not an immediate opening for every location listed.

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 financial services 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 into daily activities and long-term client strategies.
• Be able to work Monday through Friday and rotating Saturdays.
• Meet SAFE Act registration and background-check requirements when engaged in residential mortgage loan origination.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Three or more years of experience in financial services 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 developing financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, banking solutions, 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 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.
• Coach and provide feedback to referral partners based on knowledge of client needs and potentially suitable product services.

Benefits

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

What This Job Offers

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