Strategic Financial Solutions Advisor

Bank of America; Annapolis (MD); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Community impact

Job summary

Bank of America in Annapolis is seeking a financial advisor to provide comprehensive guidance and tailored solutions that help clients achieve their financial goals. You will triage leads, refer to business partners based on client needs, and meet with clients to review goals and recommend products.

This role requires pursuing required licenses and a strong client-focused mindset. The position features in-office attendance with flexibility based on role, a 40-hour work week, and a competitive

Qualifications

• Licenses required or in progress for financial services.
• Strong time management and ability to handle multiple tasks.
• Proven ability to cultivate client relationships and assess needs.
• Excellent communication and collaboration skills.

Responsibilities

• Works with clients to plan goals by building a financial plan using brokerage products and banking solutions.
• Recommends banking and investments strategies aligned with client objectives.
• Triages client requests and makes referrals to internal service providers based on needs and thresholds.
• Identifies and engages potential new clients through referrals or existing 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 / GED / Secondary School or equivalent

Job description

Bank of America in Annapolis is seeking a financial advisor to provide comprehensive guidance and tailored solutions that help clients achieve their financial goals. You will triage leads, refer to business partners based on client needs, and meet with clients to review goals and recommend products.

This role requires pursuing required licenses and a strong client-focused mindset. The position features in-office attendance with flexibility based on role, a 40-hour work week, and a competitive