Client-Focused Financial Solutions Advisor

Bank of America; Albuquerque (NM); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Advisor-type professional to provide comprehensive advisory services, triage client leads, and refer to partners based on client needs and asset thresholds. You will review financial and investment goals, complete required licenses, and may work with residential mortgage products under SAFE Act guidelines.

Strong communication is essential. The role emphasizes building relationships, advising on investments, and expanding the client base within an

Qualifications

• Must obtain required industry licenses and trainings.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment and adapt to new technology.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to internal partners based on needs and assets.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Oral Communications

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is seeking a Financial Advisor-type professional to provide comprehensive advisory services, triage client leads, and refer to partners based on client needs and asset thresholds. You will review financial and investment goals, complete required licenses, and may work with residential mortgage products under SAFE Act guidelines.

Strong communication is essential. The role emphasizes building relationships, advising on investments, and expanding the client base within an