Client-Focused Financial Solutions Advisor

Bank of America; West Jordan (UT); On-site; USD 60,000 - 110,000; Full time

Job summary

Bank of America in Utah seeks a client-focused financial advisor who delivers tailored solutions to help clients reach their financial goals. You will triage client leads, refer to partners, and meet with clients to review investments and banking needs.

The role requires licenses, strong time management, relationship-building, and the ability to perform in a fast-paced environment. Spanish language skills and SIE/FINRA licenses are a plus and may be pursued.

Qualifications

• Licensing required; licenses and trainings to be completed.
• Ability to obtain required industry licenses.
• Experience in cultivating client relationships and recommending solutions.

Responsibilities

• Triages client leads and refers to internal partners based on needs and assets.
• Meets with clients to review financial and investment goals and recommends products.
• Builds financial plans using banking and brokerage products.
• Identifies opportunities and expands client relationships while managing risk.

Skills

Client Experience

Advisory

Investment Management

Portfolio Management

Risk Management

Executive Presence

Oral Communications

Customer and Client Focus

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Tools

FINRA SIE

Job description

Bank of America in Utah seeks a client-focused financial advisor who delivers tailored solutions to help clients reach their financial goals. You will triage client leads, refer to partners, and meet with clients to review investments and banking needs.

The role requires licenses, strong time management, relationship-building, and the ability to perform in a fast-paced environment. Spanish language skills and SIE/FINRA licenses are a plus and may be pursued.