Client Advisor jobs in United States, Nevada, Las Vegas
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Company
Job type
Job categories
Job title (1)
United States
Nevada
Las Vegas
21 jobs found
11.06.2025
BOA
Bank Of America Financial Solutions Advisor II - Consumer Investments United States, Nevada, Las Vegas
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...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your...
Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications. Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC)...
Actively participate in the pursuit process of our large scale deals, working cross-functionally within Salesforce to ensure we are selling what we can deliver as aligned with the customer’s objectives;...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
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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