Client-Focused Financial Solutions Advisor

Bank of America; Midland (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a client-focused financial professional to help clients achieve their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act registration, with training and licensing requirements. The position emphasizes building trusted client relationships, managing risk, and delivering tailored solutions in a dynamic environment.

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.
• Demonstrates strong collaboration and communication skills.
• Shows a results-driven mindset with client interests in a fast-paced environment.
• Executes multiple tasks simultaneously and adapts to new technology.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and referrals to internal service providers; manage risk.
• Identify and engage potential new clients through referrals or center clientele.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is seeking a client-focused financial professional to help clients achieve their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products.

The role may involve residential mortgage loans and SAFE Act registration, with training and licensing requirements. The position emphasizes building trusted client relationships, managing risk, and delivering tailored solutions in a dynamic environment.