Financial Solutions Advisor Registration Candidate-Eastern Maryland area

Bank of America • Easton, PA

4d • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve financial goals by providing comprehensive advice and customized solutions. The role includes triaging client leads, referring clients to business partners based on their needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend appropriate products. Advisors build financial plans using brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money-managed solutions. They also manage risk, identify potential clients, and expand their knowledge through required licenses and training.

The position 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 lead to disciplinary action, up to and including termination. Bank of America describes itself as committed to an in-office culture with role-specific attendance requirements and an appropriate level of flexibility. The listed locations are in Maryland. The role is a 1st-shift position scheduled for 40 hours per week. Compensation is a base salary of $28.85–$33.65 per hour, determined based on experience, education, and skill set; it is not incentive eligible. The role 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 qualification, or equivalent.
• Must register under the SAFE Act, complete the required background check, and maintain registration in good standing.

Nice To Haves

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

Responsibilities

• Works with clients to plan short- and long-term financial goals by building financial plans using brokerage products, banking solutions, and money-managed solutions.
• Recommends banking and investment strategies aligned with clients’ financial goals and needs.
• Triages client requests and refers clients to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Completes required licenses and training to apply and expand job knowledge.

Benefits

• Benefits eligible.
• 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