Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Hickory Plaza Financial Center (Bilingual Spanish Required)
Nashville · Full-time · Posted Sep 16, 2026
- Experience
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired; no required years of experience stated.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment advice to clients, recommends suitable banking and investment strategies, and connects clients with internal service providers.
What you'll do
- Builds financial plans using brokerage, banking, and money-managed solutions; recommends strategies aligned with clients’ goals.
- Triages client requests and refers clients to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and completes required licenses and training.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to execute multiple tasks simultaneously.
- Effective communication and collaboration, adaptability to new technology, and a results-driven, client-focused approach.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Tools
stocks, bonds, mutual funds, annuities
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