Wealth & Investments Advisor - Maryland Area

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

Job summary

Bank of America in Salisbury, MD is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will build financial plans, triage requests, and refer clients to appropriate partners while maintaining regulatory compliance and helping drive growth.

The role requires Series 7 and 66 licenses (63/65 acceptable) and at least one year in investments or financial services; strong relationship-building, time

Qualifications

• Requires Series 7 and 66 licenses; if 66 not held but 63 or 65 is held, offer contingent on passing missing series within 60 days.
• Minimum of one year of experience in investments and financial services; sales experience with goals met or exceeded.
• Strong relationship building and collaborative skills; effective communication with clients.
• Possess regulatory diligence mindset and ability to manage time in a fast-paced environment.

Responsibilities

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

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

Job description

Bank of America in Salisbury, MD is seeking a licensed financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will build financial plans, triage requests, and refer clients to appropriate partners while maintaining regulatory compliance and helping drive growth.

The role requires Series 7 and 66 licenses (63/65 acceptable) and at least one year in investments or financial services; strong relationship-building, time