Strategic Financial Solutions Advisor

ghr; Owings Mills (MD); On-site; USD 82,612,000 - 96,421,000; Full time

Job summary

Bank of America is hiring a financial advisor to help clients meet their financial goals by creating tailored plans with brokerage products and banking solutions. The role includes triaging requests, referring to specialists, and engaging new clients in the local market.

The position requires licenses, strong client relations, and the ability to manage multiple tasks in a fast-paced environment while maintaining a client-first approach.

Qualifications

• Aptitude in obtaining required industry licenses
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• 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

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

Skills

Client Experience

Investment Management

Portfolio Management

Prospecting

Oral Communications

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is hiring a financial advisor to help clients meet their financial goals by creating tailored plans with brokerage products and banking solutions. The role includes triaging requests, referring to specialists, and engaging new clients in the local market.

The position requires licenses, strong client relations, and the ability to manage multiple tasks in a fast-paced environment while maintaining a client-first approach.