Investment Solutions Advisor

Bank of America; Santa Fe (NM); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a Financial Services professional in the United States. The role centers on advising clients, building financial plans, and recommending brokerage products to meet goals.

The position requires securities licenses and experience in investments or financial services, with a focus on client relationships and compliance with regulatory standards. Location-based opportunities are available across our network.

Formación

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66, with condition to pass missing series within 60 days).
• At least one year experience in the investments/financial services or sales environment with goals met.
• Builds strong relationships and communicates effectively with clients.
• Ability to manage time, navigate complexity and execute in a fast-paced setting.

Responsabilidades

• Plan clients' short and long-term financial goals with brokerage products (stocks, bonds, mutual funds, etc.).
• Recommend banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal service providers based on asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies potential new clients through referrals or bank clientele.
• Coaches and provides feedback to referral partners based on client needs.

Conocimientos

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America is seeking a Financial Services professional in the United States. The role centers on advising clients, building financial plans, and recommending brokerage products to meet goals.

The position requires securities licenses and experience in investments or financial services, with a focus on client relationships and compliance with regulatory standards. Location-based opportunities are available across our network.