Client-Centric Financial Solutions Advisor

Bank of America; Albuquerque (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referrals to business partners, and reviewing goals to recommend products while completing required licenses and trainings.

Residential mortgage SAFE Act considerations may apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities) and mitigating

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong communication and collaboration with peers.
• Results-driven mindset prioritizing client interests in a fast-paced environment.

Responsibilities

• Works with clients to plan short and long-term financial goals using brokerage products.
• Recommends banking and investment strategies that align with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referrals to business partners, and reviewing goals to recommend products while completing required licenses and trainings.

Residential mortgage SAFE Act considerations may apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities) and mitigating