Financial Solutions Advisor: Client Wealth & Banking

Bank of America; Owings Mills (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America in Owings Mills, MD is seeking a client-focused financial professional to provide advisory services across brokerage and banking products. You will triage client leads, refer to partners, and meet with clients to review goals and recommend suitable solutions.

Ideal candidates hold relevant licenses, have strong relationship skills, and excel in a fast-paced environment. The role emphasizes compliance with SAFE Act requirements and ongoing professional development.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client's interests in a fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.
• Bachelor’s degree and/or one year of financial services or sales experience.

Responsibilities

• Works with clients to plan short and long-term financial goals with brokerage products.
• Recommends banking and investments strategies aligned with client goals and needs.
• Triages client requests and makes referrals to internal providers based on needs and asset thresholds; mitigates risk.
• Identifies and engages potential new clients through referrals or center clientele.

Skills

Client Experience

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or equivalent

Bachelor’s degree

FINRA SIE

Job description

Bank of America in Owings Mills, MD is seeking a client-focused financial professional to provide advisory services across brokerage and banking products. You will triage client leads, refer to partners, and meet with clients to review goals and recommend suitable solutions.

Ideal candidates hold relevant licenses, have strong relationship skills, and excel in a fast-paced environment. The role emphasizes compliance with SAFE Act requirements and ongoing professional development.