Financial Solutions Advisor — Personal Wealth Planner

Bank of America; Potomac (MD); On-site; USD 82,667,020 - 96,420,979; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Community contribution

Job summary

Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products.

The position emphasizes SAFE Act registration for residential mortgage loans and ongoing licensing training. The candidate will build financial plans using brokerage products and banking solutions, identify new clients, and maintain strong client relationships in a

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and assessing needs.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Work with clients to plan financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with goals.
• Triage requests and refer to internal service providers based on needs and assets.
• Identify and engage potential new clients through referrals.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products.

The position emphasizes SAFE Act registration for residential mortgage loans and ongoing licensing training. The candidate will build financial plans using brokerage products and banking solutions, identify new clients, and maintain strong client relationships in a