Financial Solutions Advisor Registration Candidate-eastern Md Market

Bank of America

Salisbury, MD, US
Base: $65,000.00 - $75,000.00 annualized salary; b...
Client financial planning
Investment product recommendations
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • This role is currently benefits eligible and offers a formulaic incentive plan based on performance.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

Base: $65,000.00 - $75,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Client financial planning
  • Investment product recommendations
  • Risk mitigation and control
  • Client lead triage and referral
  • Financial goal setting and review

Nice-to-have

  • Strong computer multitasking skills
  • Collaborative teamwork
  • Effective communication
  • Adaptability and continuous learning
  • Relationship building

Key Requirements

  • Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
  • Minimum one year financial services or sales experience
  • SAFE Act registration and background check
  • High School Diploma or equivalent

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter