Financial Solutions Advisor Registration Candidate-garrison Forest Financial Center

Bank of America

Owings Mills, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client relationship cultivation
Needs assessment and solution recommendation
Effective communication and collaboration
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate at their Garrison Forest Financial Center in Owings Mills, MD. This role involves providing tailored financial advice to clients, while emphasizing the importance of compliance with licensing requirements. **

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

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate at their Garrison Forest Financial Center in Owings Mills, MD. This role involves providing tailored financial advice to clients, while emphasizing the importance of compliance with licensing requirements. **

Salary

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

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Needs assessment and solution recommendation
  • Effective communication and collaboration
  • Results-driven mindset
  • Prioritizing client interests
  • Executing multiple tasks

Nice-to-have

  • Executive presence
  • Business acumen

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined time and capacity management
  • Learning and adapting to new technology
  • High School Diploma / GED / Secondary School or equivalent
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter