Client-Focused Financial Solutions Advisor

Bank of America; Rio Rancho (NM); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America in Rio Rancho, NM seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners based on client needs and assets, and meet with clients to review goals and recommend products.

Licenses and trainings are required, including SAFE Act registration for mortgage work. The role involves building relationships, planning with brokerage products, and guiding clients through investment

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
• Bachelor’s degree or equivalent experience preferred

Responsibilities

• Works with clients to plan their financial goals using brokerage products and banking solutions
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal service providers based on needs and assets
• Identifies and engages 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 / Secondary School or equivalent

Bachelor’s degree

Job description

Bank of America in Rio Rancho, NM seeks a financial advisor to provide comprehensive guidance and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners based on client needs and assets, and meet with clients to review goals and recommend products.

Licenses and trainings are required, including SAFE Act registration for mortgage work. The role involves building relationships, planning with brokerage products, and guiding clients through investment