Financial Solutions Advisor – SAFE Act Registered Candidate

Bank of America; Baltimore (MD); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Baltimore is seeking an experienced financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products, licensing, and responsible growth. The role emphasizes licensing and strong client relationships within a collaborative in-office environment.

You will review client goals, offer banking and investment strategies, and triage requests while managing risk.

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• 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

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

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

Job description

Bank of America in Baltimore is seeking an experienced financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals through brokerage products, licensing, and responsible growth. The role emphasizes licensing and strong client relationships within a collaborative in-office environment.

You will review client goals, offer banking and investment strategies, and triage requests while managing risk.