Personal Finance & Investment Advisor

Bank of America; Santa Fe (NM); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America in the United States seeks a financial advisor to help clients plan and reach their financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals.

Candidates should pursue the required licenses and demonstrate the ability to manage a busy

Qualifications

• Licensing required by industry standards (SIE or equivalent)
• Experience in cultivating client relationships and assessing needs
• Ability to manage multiple tasks in a fast-paced environment
• Strong communication and collaboration skills

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage and banking products
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal service providers based on asset thresholds
• Identify potential new clients through referrals or existing clients

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

Job description

Bank of America in the United States seeks a financial advisor to help clients plan and reach their financial goals using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. The role involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals.

Candidates should pursue the required licenses and demonstrate the ability to manage a busy