Bank of America
Financial Solutions Advisor Registration Candidate Consumer Investments - Southern TN Market
Nashville +6 · Full-time · Posted Sep 21, 2026
- Location
- Nashville
Germantown
Murfreesboro
Franklin
Brentwood
Collierville
Cordova - Experience
- At least one year of financial services industry or sales experience is a desired qualification; a bachelor’s degree is also listed as an alternative.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial and investment goals, recommends tailored banking and investment solutions, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans using brokerage, banking, and managed solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal providers based on needs and asset thresholds.
- Identify prospective clients, manage risk, and develop client relationships.
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 handle multiple tasks.
- Effective communication and collaboration, adaptability to technology, and a results-driven approach that prioritizes clients’ interests.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Tools
Stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative