Wealth & Investment Solutions Advisor

Bank of America; Rockville (MD); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America in Maryland seeks a licensed financial professional to guide clients toward achieving financial goals by building tailored plans with brokerage products. You will meet with clients, review goals, and refer to partners as appropriate to manage assets and banking solutions.

The role requires active licenses (Series 7/66) and ongoing compliance with SAFE Act requirements, while fostering strong client relationships in a fast-paced environment focused on responsible growth and

Qualifications

• Current Series 7 and 66 licenses required; if only 63 or 65 held, offer contingent on passing missing series within 60 days.
• Minimum of one year in the investments industry with knowledge of investment products and services.
• Minimum of one year in financial services or a sales environment with targets met or exceeded.
• Strong relationship-building, collaboration, and communication skills.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Maryland seeks a licensed financial professional to guide clients toward achieving financial goals by building tailored plans with brokerage products. You will meet with clients, review goals, and refer to partners as appropriate to manage assets and banking solutions.

The role requires active licenses (Series 7/66) and ongoing compliance with SAFE Act requirements, while fostering strong client relationships in a fast-paced environment focused on responsible growth and