Client-Focused Financial Solutions Advisor

Bank of America; Albuquerque (NM); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals.

Responsibilities include building financial plans with brokerage products, recommending strategies, managing referrals, and mitigating risk.

Qualifications

• Licenses required to operate; ability to obtain applicable licenses
• Strong time management and capacity discipline
• Experience cultivating client relationships and assessing needs
• Proven ability to build peer relationships through communication
• Results-driven mindset prioritizing client interests in a fast-paced environment
• Ability to multitask and adapt to new technology

Responsibilities

• Triages client leads and makes referrals to internal service providers
• Meets with clients to review financial and investment goals and recommend products
• Builds financial plans with brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions
• Recommends banking and investment strategies aligned with client goals
• Mitigates and controls risk as part of daily activities

Skills

Client Experience

Advisory

Investment Management

Client Management

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

FINRA Securities Industry Essentials (SIE)

Job description

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals.

Responsibilities include building financial plans with brokerage products, recommending strategies, managing referrals, and mitigating risk.