Consumer Investments - Financial Solutions Advisor Santa Fe North jobs at Bank Of America in United States, Santa Fe
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United States
State
Santa Fe
22 jobs found
22.11.2024
BOA
Bank Of America Consumer Investments - Financial Solutions Advisor Santa Fe ... United States, New Mexico, Santa Fe
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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