Client-Focused Financial Solutions Advisor

Bank of America

El Paso (TX)

On-site

USD 60,000 - 100,000

Full time

5 days ago

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Job summary

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and tailored solutions, helping clients reach their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend suitable products.

The role requires licenses and ongoing training, with a focus on building client relationships, compliance, and delivering personalized financial guidance in an in-office culture that supports collaboration

Qualifications

Aptitude in obtaining required industry licenses.
Self-discipline in time management.
Experience in cultivating client relationships and assessing needs.
Demonstrates effective communication and collaboration.
Results-driven mindset prioritizing client interests.
Executes multiple tasks in a fast-paced environment.
Learns and adapts to new technology or applications.

Responsibilities

Plans clients' short- and long-term financial goals by building a financial plan with brokerage products.
Recommends banking and investments strategies aligned with client needs.
Triages client requests and referrals to internal service providers based on asset thresholds; mitigates risk.
Identifies and engages potential new clients through referrals or center clientele.