Financial Solutions Advisor Registration Candidate-Eastern Maryland area

Bank of America; Salisbury (MD); On-site; USD 55,000 - 90,000; Full time

Job summary

Bank of America is seeking a Financial Services Professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, meeting with clients, reviewing goals, and recommending products.

It may include residential mortgage activity and requires registration and background checks. Responsibilities include building financial plans with brokerage products, referring to internal partners, and identifying new clients through referrals or the branch

Qualifications

• Ability to obtain required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Strong peer relationship skills through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
• Execution of multiple tasks simultaneously.
• Adaptability to new technology or applications.

Responsibilities

• Plan short- and long-term financial goals with clients by building financial plans that incorporate brokerage products.
• Recommend banking and investment strategies aligned with client financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on client needs and asset thresholds, mitigating and controlling risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.

Skills

Licensing

Time management

Client relationships

Communication

Results‑driven

Multitasking

Adaptability

Education

High School Diploma / GED

Job description

Job Overview

This role provides comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, conducting client meetings, reviewing financial and investment goals, and recommending products. The position may involve residential mortgage loan originating activities and requires SAFE Act registration and background checks.

Responsibilities

• Work with clients to plan short- and long-term financial goals by building financial plans that incorporate brokerage products such as stocks, bonds, mutual funds, annuities, and managed solutions.
• Recommend banking and investment strategies aligned with client financial goals and needs.
• Triage client requests and refer them to appropriate internal service providers based on client needs and asset thresholds, mitigating and controlling risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.

Required Qualifications

• Ability to obtain required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Strong peer relationship skills through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
• Execution of multiple tasks simultaneously.
• Adaptability to new technology or applications.

Desired Qualifications

• Held FINRA Securities Industry Essentials (SIE) qualification.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States of America)

Hours Per Week

40