Financial Solutions Advisor - Germantown Financial Center

Bank of America • Germantown, TN

22h • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position requires applying and expanding knowledge by completing required licenses and trainings. It may also involve the provision of residential mortgage loans, making it subject to SAFE Act registration requirements, including a background check. Failure to maintain SAFE Act registration may lead to disciplinary action up to termination. The company is committed to an in-office culture with specific attendance requirements, while also offering flexibility based on role-specific considerations. Bank of America aims to be a great place to work by fostering an inclusive environment, developing talent, supporting employee wellness, recognizing performance, and making a community impact.

Requirements

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
• Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Nice To Haves

• Strong computer skills with an ability to multitask in a demanding environment
• Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including 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
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to employees so they can make a genuine impact and contribute to the sustainable growth of the business and the communities served

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees