Financial Solutions Advisor Registration Candidate--Western MD Market

Bank of America • Rockville, MD

22d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor provides comprehensive advice and customized solutions to help clients achieve their financial goals. The role triages client leads, refers clients to business partners based on their needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The advisor builds financial plans using brokerage products, banking solutions, and money-managed solutions, and recommends strategies aligned with clients’ goals and needs. The role also identifies potential new clients through referrals and financial center clientele, manages risk in daily activities, and completes required licenses and training.

This position may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, submit to the required background check, and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

The position is based at one of the listed Maryland financial centers and follows Bank of America’s in-office culture and role-specific expectations. It is a first-shift role for 40 hours per week. Compensation is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set. It is compensated with a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off and other employee benefits and support.

Requirements

• Aptitude for obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• A results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• High school diploma, GED, secondary school education, or equivalent.
• Must register with the federal registry system and submit to the required SAFE Act background check; employees must maintain SAFE Act registration in good standing.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans with brokerage products, such as stocks, bonds, mutual funds, and annuities, as well as banking and money-managed solutions.
• Recommend banking and investment strategies aligned with clients’ financial goals and needs.
• Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Complete required licenses and training.

Benefits

• Benefits eligibility
• Paid time off
• Resources and support for employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED