Strategic Financial Solutions Advisor

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

Job summary

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. The role involves triaging client leads, making referrals to partners, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, with potential involvement in residential mortgage loan origination under SAFE Act rules.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset in a fast-paced environment.
• Ability to manage time and capacity effectively.

Responsibilities

• Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages client requests and makes referrals to appropriate internal service providers based on needs and assets.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Referral Management

Pipeline Management

Client Management

Trading

Education

Bachelor's degree

FINRA SIE license

High School Diploma or equivalent

Job description

Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions, helping clients reach their financial goals. The role involves triaging client leads, making referrals to partners, and meeting with clients to review goals and recommend products.

Licenses and trainings are required, with potential involvement in residential mortgage loan origination under SAFE Act rules.