Financial Solutions Advisor Registration Candidate--Western MD Market

Bank of America • Gaithersburg, MD

4d • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized financial solutions to help clients achieve their financial goals. The Financial Solutions Advisor works with clients to understand their needs, reviews financial and investment goals, and recommends appropriate products and strategies. The role also triages client leads and requests, makes referrals to internal business partners based on client needs and asset thresholds, and identifies potential new clients through referrals and financial center clientele.

The position requires applying and expanding industry knowledge by completing required licenses and training. It may involve residential mortgage loan origination and is subject to SAFE Act registration requirements. Employees must register with the federal registry system, complete the required background check, and maintain good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Bank of America describes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. This role is a 1st-shift position for 40 hours per week and is compensated with a base salary, not incentive pay. It is benefits eligible.

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.
• 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.
• Ability to meet SAFE Act registration requirements, including registration with the federal registry system and completion of the required background check.

Nice To Haves

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

Responsibilities

• Build financial plans with clients to support short- and long-term goals using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management 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 their 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.
• Review clients’ financial and investment goals and recommend products.
• Complete required licenses and training and maintain required SAFE Act registration when engaged in residential mortgage loan origination.

Benefits

• Benefits eligible.
• Access to paid time off.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

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