Financial Solutions Advisor Registration Candidate-Eastern Maryland area
About The Position
At Bank of America, this role helps clients achieve financial goals by providing comprehensive advice and customized solutions. The advisor 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 position requires applying and expanding knowledge through required licenses and training. The role 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 remain in good standing; failure to obtain or maintain registration may result in disciplinary action, up to and including termination. Bank of America describes its culture as committed to Responsible Growth, inclusion, teammate wellness, and an in-office culture with role-specific flexibility. This is a first-shift position, 40 hours per week, with listed work locations in Annapolis, Easton, Prince Frederick, Salisbury, and Severna Park, Maryland. Pay is $28.85–$33.65 per hour, with offers based on experience, education, and skill set. Compensation is a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off.
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 create strong peer relationships through effective communication and collaboration.
- Results-driven mindset while prioritizing client 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, or equivalent.
- Register with the federal registry system and submit to the required SAFE Act background check for this registration-required position.
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 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 client 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 and maintain required SAFE Act registration, if engaged in residential mortgage loan origination.
Benefits
- Benefits eligible; specific benefit offerings are not enumerated.
- Access to paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
