Strategic Financial Solutions Advisor

Bank of America; Easton (MD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Easton, MD is seeking a client-focused financial professional who provides comprehensive advice and tailored solutions to help clients reach financial goals. You will triage leads, refer to partners, and review goals to suggest suitable products.

Licensing training is required; this role may involve residential mortgage duties with SAFE Act registration. Standard 40-hour weeks, first shift, benefits eligible.

Qualifications

• High School Diploma or GED or equivalent.
• Ability to obtain required industry licenses.
• Experience cultivating client relationships and proposing solutions.
• Results-driven, multitasking in a fast-paced environment.

Responsibilities

• Plan clients' financial futures with brokerage products such as stocks and funds.
• Recommend banking and investment strategies aligned with goals.
• Triage client requests and referrals to internal partners based on needs.
• Identify and engage potential new clients through referrals and relationships.

Skills

Client Experience

Investment Management

Portfolio Management

Risk Management

Oral Communications

Executive Presence

Business Acumen

Referral Management

Pipeline Management

Client Solutions Advisory

Education

High School Diploma

Job description

Bank of America in Easton, MD is seeking a client-focused financial professional who provides comprehensive advice and tailored solutions to help clients reach financial goals. You will triage leads, refer to partners, and review goals to suggest suitable products.

Licensing training is required; this role may involve residential mortgage duties with SAFE Act registration. Standard 40-hour weeks, first shift, benefits eligible.