Financial Solutions Advisor Registration Candidate - Consumer Investments-Middle River Financia[...]

Utah State Extension; Baltimore (MD); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor Registration Candidate to bridge banking and brokerage services. In this dynamic role, you will provide tailored financial advice, conduct client reviews, and engage with customers to help them achieve their financial goals. This position offers a unique opportunity to gain essential industry licenses while working in a supportive environment that values diversity and inclusion. Join a team committed to driving responsible growth and making a positive impact in the community. If you're ready to build a rewarding career in financial services, this role is for you!

Benefits

Health Insurance

Paid Time Off

Retirement Plan

Employee Assistance Program

Flexible Work Hours

Qualifications

• Willingness to complete required industry licensing within 120 days.
• Strong communication and relationship-building skills.

Responsibilities

• Provide comprehensive financial advice to clients.
• Conduct client reviews and recommend investment products.
• Engage customers and triage leads effectively.

Skills

Client Relationship Management

Sales Skills

Communication Skills

Time Management

Problem Solving

Education

Bachelor’s Degree

Tools

Financial Software

Job description

Financial Solutions Advisor Registration Candidate - Consumer Investments -Middle River Financial Center

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role include:

1. Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
2. Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
3. Engage and share value proposition with customers in the lobby.
4. Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds.
5. Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex.
6. Communicate effectively.
7. Demonstrate strong computer skills with an ability to multitask in a fast-paced environment.
8. Adapt and seek solutions for clients in a fast-paced environment.

The role is a bridge between banking and brokerage; therefore, the FSA Stage I must have a general awareness of core banking and investment solutions.

Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

• Demonstrates willingness to complete required industry licensing.
• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Identifies appropriate client solutions through application of learnings and new information.
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details: US - MD - Baltimore - 1203 Windlass Dr - MIDDLE RIVER OFFICE (MD4632) Pay and benefits information: Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.