Financial Solutions Advisor — Eastern Maryland

Bank of America; Prince Frederick (MD); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Incentives

Benefits

Job summary

Bank of America in Maryland is seeking licensed financial professionals to provide comprehensive advice and tailored solutions, helping clients reach their financial goals. You will build financial plans, recommend brokerage products, and coordinate referrals with partners to meet client needs.

Applicants should hold Series 7 and 66 licenses (63/65 with plan to obtain 66), have at least one year in investments or financial services, and demonstrate strong relationship-building, communication,

Qualifications

• Hold Series 7 and 66 licenses (63/65 acceptable with plan to pass 66).
• Minimum of one year in investments or financial services.
• Experience in a sales environment meeting/exceeding goals.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities).
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners on client needs and product services.

Skills

Series 7/66 licenses

Financial services sales

Client relationship building

Communication

Regulatory due diligence

Education

High School Diploma

CFP/CRPC designation

Insurance licenses

Job description

Bank of America in Maryland is seeking licensed financial professionals to provide comprehensive advice and tailored solutions, helping clients reach their financial goals. You will build financial plans, recommend brokerage products, and coordinate referrals with partners to meet client needs.

Applicants should hold Series 7 and 66 licenses (63/65 with plan to obtain 66), have at least one year in investments or financial services, and demonstrate strong relationship-building, communication,