Client Financial Solutions Advisor - Eastern MD

Bank of America Corporation; Salisbury; On-site; GBP 30,000 - 35,000; Full time

Job summary

Bank of America in Salisbury is seeking a client-focused financial advisor to help clients reach their financial goals by recommending brokerage and banking solutions, including stocks, bonds, mutual funds, annuities, and banking products. The role emphasizes building lasting relationships and providing tailored advice in a standards-driven environment.

Responsibilities include triaging client leads, referring to partners based on client needs, and reviewing financial goals with clients while

Qualifications

• High School Diploma / GED / Secondary School or equivalent.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Salisbury is seeking a client-focused financial advisor to help clients reach their financial goals by recommending brokerage and banking solutions, including stocks, bonds, mutual funds, annuities, and banking products. The role emphasizes building lasting relationships and providing tailored advice in a standards-driven environment.

Responsibilities include triaging client leads, referring to partners based on client needs, and reviewing financial goals with clients while