Financial Solutions Advisor - Greater Baltimore, Md Market

Bank of America

Baltimore, MD, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
On-site
Financial planning and goal setting
Brokerage product recommendations
Client needs assessment and referrals
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Brokerage product recommendations
  • Client needs assessment and referrals
  • Risk mitigation in daily activities

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adapting to new information and seeking solutions

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter