Financial Solutions Advisor Registration Candidate -eastern Md Market

Bank of America (GHR)

Severna Park, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal planning
Risk mitigation
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, and meeting with clients to review financial and investment goals and recommend products.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

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

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goal planning
  • Risk mitigation
  • Client needs assessment
  • Brokerage product knowledge

Nice-to-have

  • Strong peer relationships
  • Results-driven mindset
  • Executive presence
  • Business acumen

Key Requirements

  • Aptitude in obtaining required licenses
  • SAFE Act registration requirements
  • FINRA Securities Industry Essentials (SIE) certification
  • Bachelor’s degree or 1 year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter