Bank of America
Financial Solutions Advisor - Nashville/Knoxville Market
Nashville +1 · Full-time · Posted Nov 7, 2025
- Location
- Nashville
Madison - Experience
- At least one year in financial services and/or a sales environment where goals were met or exceeded; three years is desired. For candidates holding only Series 63 or 65, the missing series must be passed within 60 days of an offer.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized banking and investment solutions, helping clients plan goals, recommending products, and referring them to appropriate internal partners.
What you'll do
- Builds financial plans and recommends banking and investment strategies aligned with client goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients and manages risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and 65; candidates with only Series 63 or 65 may receive an offer contingent on passing the missing exam within 60 days.
- At least one year of experience in financial services and/or a sales environment where goals were met or exceeded.
- High school diploma, GED, secondary school, or equivalent.
- SAFE Act registration and required background check.
Nice to have
- At least three years of relevant financial services and/or goal-based sales experience; at least one year in investments with investment training and in-depth product knowledge.
- CFP or CRPC designation, insurance licenses, and strong computer skills.
Model-written summary · the original posting is authoritative