Strategic Financial Solutions Advisor

Bank of America; Albuquerque (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America seeks a client adviser to deliver comprehensive financial advice and customized solutions aligned with client goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

Licenses and regulatory trainings are required, including SAFE Act considerations for mortgage-related work. Responsibilities include building financial plans, coordinating with internal specialists, and expanding the client base while maintaining risk controls

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Job description

Bank of America seeks a client adviser to deliver comprehensive financial advice and customized solutions aligned with client goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products.

Licenses and regulatory trainings are required, including SAFE Act considerations for mortgage-related work. Responsibilities include building financial plans, coordinating with internal specialists, and expanding the client base while maintaining risk controls