Financial Solutions Advisor - Southern Tennessee

Bank of America

Southern Tennessee, USA
Financial planning and analysis
Brokerage product recommendation
Client lead triaging
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • This position is subject to SAFE Act registration requirements.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Financial planning and analysis
  • Brokerage product recommendation
  • Client lead triaging
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Relationship building and nurturing
  • Effective communication and engagement
  • Goal setting and achievement
  • Adaptability and learning agility
  • Time and capacity management

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter