Financial Solutions Advisor Registration Candidate-annapolis, Md Area
Bank of America
Annapolis, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship cultivation
Financial planning and goal setting
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.
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
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: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Client relationship cultivation
Financial planning and goal setting
Risk mitigation and control
Client lead triage and referral
Nice-to-have
Client experience branding
Executive presence
Results-driven mindset
Adaptability to new technology
Key Requirements
Aptitude in obtaining required industry licenses
SAFE Act registration requirements
FINRA Securities Industry Essentials (SIE) certification
Bachelor’s degree or 1 year financial services/sales experience