Financial Solutions Advisor: Client Planning & Mortgage

Bank of America; Rockville (MD); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Rockville, MD seeks a financial professional to advise clients, plan financial outcomes, and assemble brokerage and banking solutions. You will triage referrals, review goals, and tailor investment strategies to client needs, while pursuing required licenses and SAFE Act training.

Responsibilities include identifying new clients, presenting financial plans, and ensuring compliance with regulatory requirements in a fast-paced environment.

Qualifications

• Aptitude to obtain required industry licenses.
• Self-discipline in time and capacity management.
• Experience building client relationships and assessing needs.
• Strong communication and collaboration with peers.
• Results-driven with client-first mindset in a fast-paced environment.
• Learns and adapts to new technology.

Responsibilities

• Plan financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triage client requests and referrals to internal service providers; manage risk.
• Identify and engage potential new clients through referrals or existing clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Sales skills

Communication

Referral Management

Financial Planning

Time Management

Executive Presence

Trading

Education

High School Diploma / GED

Job description

Bank of America in Rockville, MD seeks a financial professional to advise clients, plan financial outcomes, and assemble brokerage and banking solutions. You will triage referrals, review goals, and tailor investment strategies to client needs, while pursuing required licenses and SAFE Act training.

Responsibilities include identifying new clients, presenting financial plans, and ensuring compliance with regulatory requirements in a fast-paced environment.