Financial Solutions Advisor Registration Candidate - Queens Chapel Financial Center

Bank of America

Hyattsville, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Assessing client needs
Recommending financial solutions
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: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Assessing client needs
  • Recommending financial solutions
  • Meeting financial goals
  • SAFE Act registration

Nice-to-have

  • Strong peer relationships
  • Results-driven mindset
  • Prioritizing client interests
  • Adapting to new technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter