Financial Solutions Advisor Registration Candidate-Eastern Maryland area

Bank of America; Easton (MD); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is actively seeking a financial professional who provides comprehensive advice and customized solutions to clients to reach their financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and recommend products.

The position requires completing licenses and training, may involve residential mortgage loans, and SAFe Act registration with background checks. Join a firm committed to responsible growth and community impact.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Business Acumen

Referral Management

Pipeline Management

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

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 an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele

Required Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications

Desired Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor's degree and/or a minimum of 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

Pay Transparency details

US - MD - Annapolis - 2120 West St - ANNAPOLIS MALL OFFICE (MD4560), US - MD - Easton - 36 N Washington St - Easton (MD4716), US - MD - Prince Frederick - 30 Main St (MD4731), US - MD - Salisbury - 1145 S Salisbury Blvd - Salisbury South (MD4724), US - MD - Salisbury - 300 Tilghman Rd - Salisbury Shoppers World (MD4723), US - MD - Severna Park -601 Baltimore Annapolis Blvd - Severna Park (MD4761)

Pay and benefits information

Pay range

$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

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.