Financial Solutions Advisor Registration Candidate-Eastern, MD Market

Bank of America; Salisbury (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking a Financial Solutions Advisor Registration Candidate in Salisbury, MD. This role involves providing tailored financial advice, conducting client reviews, and supporting clients in achieving their financial goals. The ideal candidate will possess strong communication skills and a proactive mindset, with a willingness to obtain necessary industry licenses.

Qualifications

• Willingness to complete industry licensing.
• Strong relationship-building and communication skills.
• Results-driven with a focus on client interests.

Responsibilities

• Providing comprehensive advice and customized solutions to clients.
• Conducting client reviews and presentations.
• Engaging with clients in the lobby and sharing value propositions.

Skills

Communication

Relationship-building

Sales

Time Management

Proactive Mindset

Education

Bachelor’s degree

Job description

Financial Solutions Advisor Registration Candidate - Eastern, MD Market

Locations: Easton, Maryland; Salisbury, Maryland

Job Description:

At Bank of America, our purpose is to help make financial lives better through meaningful connections. We focus on responsible growth by serving our clients, teammates, communities, and shareholders daily.

We strive to be a great place to work, committed to diversity, inclusion, talent development, wellness, and community impact.

Join us to build a successful career with opportunities to learn, grow, and make an impact.

Role Overview:

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

1. Providing comprehensive advice and customized solutions to clients to help achieve their financial goals.
2. Conducting client reviews and presentations, including investment goal assessments and product recommendations such as stocks, bonds, mutual funds, banking, and managed money solutions.
3. Engaging with clients in the lobby and sharing value propositions.
4. Triaging client leads and referring them to appropriate internal service providers based on needs and asset thresholds.
5. Participating in ongoing training and interactions within the Merrill Lynch Wealth Management Complex.
6. Communicating effectively and demonstrating strong computer skills to multitask in a fast-paced environment.
7. Adapting and seeking solutions for clients in dynamic settings.

This role serves as a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions.

Required Skills and Certifications:

• Series 7 & 66 licenses must be obtained within 120 days (Series 63 & 65 are acceptable in lieu of 66 if previously held).

This position is subject to SAFE Act registration requirements, including background checks and registration processes. Failure to maintain registration may lead to disciplinary actions.

Qualifications:

Required:

• Willingness to complete industry licensing.
• Confidence in sales roles.
• Strong relationship-building and communication skills.
• Proactive mindset and effective time management.
• Results-driven with a focus on client interests.
• Ability to identify appropriate solutions using learned knowledge and new information.
• Regulatory due diligence in daily activities and long-term client strategies.

Desired:

• Bachelor’s degree or at least one year of financial services or sales experience.
• Ability to learn and adapt to new technology.
• Capability to manage multiple tasks simultaneously.

Additional Information:

Shift: 1st shift (U.S. hours)

Hours per week: 40

Bank of America is an equal opportunity employer and prohibits discrimination based on various factors including race, gender, age, etc. For more information, view the