Client-Focused Financial Advisor – Eastern Maryland

Bank of America; Salisbury (MD); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is looking for a capable financial professional to provide comprehensive advice and customized solutions to clients, aiming to reach their financial goals. You will triage client leads, refer to partners based on needs and thresholds, and meet with clients to review goals and build financial plans.

Responsibilities include recommending brokerage products and managing risk, while maintaining regulatory due diligence and staying current with licenses and trainings.

Qualifications

• Requires Series 7 and 66 licenses (or 63/65 with plan to complete missing series) and related industry knowledge.
• Minimum 1 year experience in investments or financial services with sales goals.
• Experience in client referrals, financial planning, and investment products.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers as needed.
• Mitigates and controls risk in daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a capable financial professional to provide comprehensive advice and customized solutions to clients, aiming to reach their financial goals. You will triage client leads, refer to partners based on needs and thresholds, and meet with clients to review goals and build financial plans.

Responsibilities include recommending brokerage products and managing risk, while maintaining regulatory due diligence and staying current with licenses and trainings.