Financial Solutions Advisor: Investments & Planning

Bank of America; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring in-office financial professionals to help clients achieve their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

You will complete required licenses and trainings, and may handle residential mortgage loan guidance under SAFE Act requirements. Responsibilities include planning client financial goals, recommending strategies, and building relationships while managing risk in a fast-paced

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 with 66 to be obtained)
• Experience in financial services or sales environments with goals
• Ability to build and nurture client relationships and manage goals
• Strong regulatory due diligence and compliance in daily activities
• Knowledge of investment products and services for client recommendations

Responsibilities

• Plan clients' short- and long-term financial goals using brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele

Skills

Client Experience Branding

Investment Management

Portfolio Management

Prospecting

Referral Management

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in-office financial professionals to help clients achieve their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.

You will complete required licenses and trainings, and may handle residential mortgage loan guidance under SAFE Act requirements. Responsibilities include planning client financial goals, recommending strategies, and building relationships while managing risk in a fast-paced