Financial Solutions Advisor: Wealth & Banking Guidance

Bank of America; Gaithersburg (MD); Sur place; USD 40 000 - 47 000; Plein temps

Résumé du poste

Bank of America in Gaithersburg, MD seeks aFinancial Services Advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, and review goals with clients to recommend products.

There is a focus on licenses, SAFE Act registration for mortgage-related duties, and meeting regulatory requirements. Join a team committed to client success 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
• 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
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsabilités

• 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

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in Gaithersburg, MD seeks aFinancial Services Advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, and review goals with clients to recommend products.

There is a focus on licenses, SAFE Act registration for mortgage-related duties, and meeting regulatory requirements. Join a team committed to client success and community impact.