Financial Solutions Advisor - Build Client Wealth & Plans

Bank of America

Rio Rancho (NM)

Vor Ort

USD 75.000 - 110.000

Vollzeit

vor 5 Stunden

Sei unter den ersten Bewerbenden

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Zusammenfassung

Bank of America in the United States is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.

The role requires completing licenses and adhering to SAFE Act regulatory requirements. This position emphasizes in-person collaboration, client relationship growth, and compliance, with a focus on delivering

Qualifikationen

Current Series 7 and 66 licenses or 63/65 with plan to obtain missing license within 60 days.
1+ years in investments or financial services with sales experience and goals met.
Strong communication, relationship-building and regulatory diligence.

Aufgaben

Triages client leads, referrals to partners based on client needs and assets.
Meets with clients to review goals, builds financial plans using brokerage products.
Advices on banking and investment strategies aligned with client needs.
Maintains regulatory compliance and completes required licenses and trainings.
Provides coaching to partners and expands client relationships.
Identifies new clients through referrals and existing center networks.

Kenntnisse

Causation Analysis

Written Communications

Account Management

Advisory

Client Experience Branding

Client Management

Risk Management

Policies, Procedures, and Guidelines

Oral Communications

Active Listening

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

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