Financial Solutions Advisor - Client Wealth & Mortgage

Bank of America; Cockeysville (MD); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Maryland seeks a financial advisor to provide comprehensive client advice, building financial plans that integrate brokerage products and banking solutions to help clients reach their goals.

The role involves triaging client needs, making referrals to internal partners, and reviewing financial and investment objectives, with required licenses and SAFE Act compliance for mortgage activities.

Qualifications

• Aptitude in obtaining required industry licenses
• Self‑disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Proven ability to build peer relationships through communication
• Results‑driven mindset prioritizing client interests in a fast‑paced environment
• Ability to manage multiple tasks simultaneously
• Willingness to learn and adapt to new technology or applications
• Currently holds FINRA SIE is desirable
• Bachelor's degree or one year of financial services/sales experience is preferred

Responsibilities

• Plan clients' short and long‑term financial goals by building a financial plan with 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
• Identify and engage potential new clients through referrals or center clientele

Education

High School Diploma/GED

Job description

Bank of America in Maryland seeks a financial advisor to provide comprehensive client advice, building financial plans that integrate brokerage products and banking solutions to help clients reach their goals.

The role involves triaging client needs, making referrals to internal partners, and reviewing financial and investment objectives, with required licenses and SAFE Act compliance for mortgage activities.