Financial Solutions Advisor Registration Candidate-Western MD Market

Bank of America; Potomac (MD); On-site; USD 82,667,020 - 96,420,979; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Community contribution

Job summary

Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products.

The position emphasizes SAFE Act registration for residential mortgage loans and ongoing licensing training. The candidate will build financial plans using brokerage products and banking solutions, identify new clients, and maintain strong client relationships in a

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and assessing needs.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Work with clients to plan financial goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with goals.
• Triage requests and refer to internal service providers based on needs and assets.
• Identify and engage potential new clients through referrals.

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

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

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

• Work 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.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds; mitigate and control risk as part of daily activities.
• Identify and engage 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

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

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.