Financial Solutions Advisor- Consumer Investments- Santa Fe Main jobs at Bank Of America in United States, Santa Fe
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Santa Fe
24 jobs found
08.07.2025
BOA
Bank Of America Financial Solutions Advisor- Consumer Investments- Napa Mari... United States, California, Santa Rosa
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...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes...
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. 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. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
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...
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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