Holistic Financial Solutions Advisor

Bank of America; Prince Frederick (MD); On-site; USD 32,000 - 38,000; Full time

Job summary

Bank of America in Prince Frederick, MD seeks a financial services professional to provide tailored guidance, build client relationships, and drive investment and banking solutions. You will review goals, expand client assets, and collaborate with internal partners to deliver comprehensive financial strategies.

The role emphasizes licensing, customer focus, and a proactive, results-driven mindset in a fast-paced environment.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and assessing needs.
• Strong communication and collaboration.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to learn new technology and applications.

Responsibilities

• Plan clients' short- and long-term goals using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients via referrals or 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

FINRA SIE

Bachelor’s degree

Minimum 1 year sales/financial services

Job description

Bank of America in Prince Frederick, MD seeks a financial services professional to provide tailored guidance, build client relationships, and drive investment and banking solutions. You will review goals, expand client assets, and collaborate with internal partners to deliver comprehensive financial strategies.

The role emphasizes licensing, customer focus, and a proactive, results-driven mindset in a fast-paced environment.