Financial Solutions Advisor - Western Md Market

Bank of America

Gaithersburg, MD, USA
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial planning and advice
Client relationship management
Brokerage 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, including 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: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Brokerage product recommendations
  • Risk mitigation in daily activities
  • SAFE Act registration requirements

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Thorough and thoughtful due diligence
  • Coaching and feedback to partners

Key Requirements

  • Series 7 and 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter