Financial Solutions Advisor -salisbury Shoppers World- Financial Center

Bank of America

Salisbury, MD, US
Base: $65,000.00 - $75,000.00 annualized salary; b...
Financial planning and goal setting
Client needs assessment and referrals
Investment and banking product recommendations
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.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • 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: $65,000.00 - $75,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client needs assessment and referrals
  • Investment and banking product recommendations
  • Risk mitigation in daily activities
  • New client engagement and prospecting

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adaptability to new information
  • Thorough regulatory due diligence
  • Executive presence

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year financial service experience
  • Minimum one year sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter