Bank of America is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients in Howard County, MD. The role requires a combination of financial expertise, strong client relationship skills, and adherence to regulatory requirements
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients in Howard County, MD. The role requires a combination of financial expertise, strong client relationship skills, and adherence to regulatory requirements.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client relationship management skills
Nice-to-have
Certified Financial Planner designation preferred
Strong computer and multitasking skills
Three years sales environment experience
Key Requirements
Current Series 7 and 66 licenses (or 63/65 with condition)
Minimum one year in investments or financial service industry
SAFE Act registration and background check compliance