Financial Solutions Advisor: Build Wealth Plans & Banking

Bank of America; Salisbury (MD); On-site; USD 80,000 - 140,000; Full time

Job summary

Bank of America in Salisbury, MD seeks a Financial Advisor to deliver comprehensive financial guidance and customized solutions tailored to client goals. You will meet with clients, review financial plans, and guide them through brokerage and banking products to help achieve their objectives.

The role requires relevant licenses, at least one year in investments or financial services, and strong relationship-building and communication skills in a fast-paced environment.

Qualifications

• Minimum one year of experience in the investments or financial services industry.
• Experience in a sales environment where goals were met.
• Ability to build relationships and communicate effectively.

Responsibilities

• Work with clients to plan short and long‑term financial goals and build a plan using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or branch clientele.
• Provide coaching and feedback to referral partners.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Salisbury, MD seeks a Financial Advisor to deliver comprehensive financial guidance and customized solutions tailored to client goals. You will meet with clients, review financial plans, and guide them through brokerage and banking products to help achieve their objectives.

The role requires relevant licenses, at least one year in investments or financial services, and strong relationship-building and communication skills in a fast-paced environment.