Financial Solutions Advisor Registration Candidate-Eastern Maryland area

Bank of America; Hotton Acres (MD); Vor Ort; USD 40.000 - 46.000; Vollzeit

Benefits dieser Stelle

Industry-leading benefits

Paid time off

Community impact

Zusammenfassung

Bank of America in Maryland seeks a financial advisor to provide comprehensive advice and customized solutions to clients and to help them achieve financial goals. The role includes triaging leads, referring to business partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend products.

The position requires SAFE Act registration and background checks, and candidates should have licenses or be pursuing them, with strong client relationships and

Qualifikationen

• Licenses required or pursued.
• Strong time management and capacity.
• Experience in cultivating client relationships and assessing needs.
• Proven ability to collaborate and communicate effectively.

Aufgaben

• Plan clients' financial goals with brokerage products like stocks, bonds, mutual funds, annuities, and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal providers based on needs and assets; mitigate risk.
• Identify and engage potential new clients through referrals or clientele.

Kenntnisse

Licenses

Time management

Client relationships

Peer relationships

Results-driven

Multitasking

Tech adaptability

Ausbildung

Bachelor's degree

Jobbeschreibung

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

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

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

Benefits

• 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.