Personal Financial Solutions Advisor

Bank of America; Owings Mills (MD); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America in Maryland is seeking a client advisory professional to build financial plans using brokerage products and banking solutions. You will triage client needs, refer to internal partners, and work toward helping clients reach their financial goals.

The role requires licenses, time-management, and strong communication. This office-based position emphasizes collaboration, compliance, and ongoing professional development within a fast-paced environment.

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.

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 thresholdsMitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Licensing readiness

Time management

Client relationships

Communication

Results-driven

Multitasking

Adaptability

Education

High School Diploma / GED

Tools

Job description

Bank of America in Maryland is seeking a client advisory professional to build financial plans using brokerage products and banking solutions. You will triage client needs, refer to internal partners, and work toward helping clients reach their financial goals.

The role requires licenses, time-management, and strong communication. This office-based position emphasizes collaboration, compliance, and ongoing professional development within a fast-paced environment.