Financial Solutions Advisor - Greater Baltimore, Md Market

Bank of America

Baltimore, MD, USA
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial planning and advice
Brokerage product recommendation
Client lead triaging
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.
  • Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
  • This role is currently benefits eligible and provides industry-leading benefits, access to paid time off, resources and support to our employees.

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 salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendation
  • Client lead triaging
  • Risk mitigation
  • Client engagement

Nice-to-have

  • Relationship building
  • Adaptability and learning
  • Fast-paced environment execution
  • Client-centric solutions

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter