Client-Focused Financial Solutions Advisor

Bank of America; Amarillo (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America seeks a client-focused financial advisor to help clients reach their financial goals. You will triage leads, refer to partners, and meet with clients to review investment and financial plans.

The role requires licenses, a proactive mindset, and the ability to manage multiple tasks in a fast-paced environment while ensuring client interests come first. In-office culture with flexibility per role and business needs.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships and assessing needs.
• Ability to communicate effectively and collaborate in a fast-paced environment.
• Willingness to obtain licenses and complete trainings.

Responsibilities

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

Skills

Licensing aptitude

Time management

Client relationship building

Sales aptitude

Financial product knowledge

Communication

Risk awareness

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a client-focused financial advisor to help clients reach their financial goals. You will triage leads, refer to partners, and meet with clients to review investment and financial plans.

The role requires licenses, a proactive mindset, and the ability to manage multiple tasks in a fast-paced environment while ensuring client interests come first. In-office culture with flexibility per role and business needs.