Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with some flexibility based on role-specific considerations.
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for various locations in Maryland. The role entails providing tailored financial advice to clients, requiring the candidate to obtain necessary licenses and foster client relationships in a fast-paced environment
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
The position requires applying and expanding knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
Bank of America offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for various locations in Maryland. The role entails providing tailored financial advice to clients, requiring the candidate to obtain necessary licenses and foster client relationships in a fast-paced environment.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client relationship cultivation
Financial planning with brokerage products
Risk mitigation and control
Prospecting new clients
Referral management to partners
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
Completion of SAFE Act registration requirements
Bachelor's degree or one year of financial services experience