Financial Solutions Advisor Registration Candidate - South Shore Market

Bank of America • Hanover, MD

1d • Onsite

About The Position

At Bank of America, this role provides comprehensive advice and customized solutions to help clients achieve their financial goals. The advisor triages client leads, makes referrals to business partners based on client needs and asset thresholds, and meets with clients to review financial and investment goals and recommend products. The role involves applying and expanding knowledge by completing required licenses and training.

The position may include the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations 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.

This position is open for the entire market, with the specific Financial Center determined by business needs. The employee will train at one Financial Center and may initially work in a phone-based capacity until another location within a reasonable commuting distance of home is determined, to the extent permitted by law. The role follows a first shift schedule and is 40 hours per week. It is based in the South Shore Market, with a listed pay range of $28.85 to $33.65 per hour. Pay is base salary and 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, or equivalent.
• Registration with the federal registry system and completion of the required SAFE Act background check, as applicable to residential mortgage loan origination responsibilities.

Nice To Haves

• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of 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 such as stocks, bonds, mutual funds, annuities, and banking 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.

Benefits

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

What This Job Offers

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