Financial Solutions Advisor Registration Candidate -Greater Baltimore Market

Bank of America • Baltimore, MD

8d • $29 - $34 • Onsite

About The Position

At Bank of America, the Financial Solutions Advisor helps clients achieve their 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. The advisor plans with clients for short- and long-term goals using brokerage products such as stocks, bonds, mutual funds, and annuities, as well as banking and money management solutions. The position also involves identifying potential clients, managing risk, and completing required licenses and training.

The position may involve residential mortgage loan origination and requires SAFE Act registration. 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.

The role is based in the Greater Baltimore market, with listed locations in Baltimore and Cockeysville, Maryland. Bank of America describes its culture as in-office, with role-specific flexibility based on responsibilities and business needs. This is a first-shift role with a 40-hour workweek. Compensation is $28.85–$33.65 per hour, with offers determined by experience, education, and skill set; compensation is base pay 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 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 obtain and maintain SAFE Act registration and complete the required background check.

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

• Work with clients to plan short- and long-term financial goals by building a financial plan using brokerage products, banking products, 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.
• Complete required licenses and training.

Benefits

• Benefits eligibility
• Access to 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