Financial Solutions Advisor Registration Candidate-annapolis And Salisbury Md Area

Bank of America

Annapolis, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client financial goal planning
Investment product recommendations
Client lead triage and referrals
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
  • The position offers a base salary of $28.85 - $33.65 hourly pay along with industry-leading benefits and paid time off.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, resources

Skills & Requirements

Must-have

  • Client financial goal planning
  • Investment product recommendations
  • Client lead triage and referrals
  • Risk mitigation in daily activities
  • Prospecting new clients

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
  • SAFE Act registration and background check
  • High School Diploma or GED
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter