Financial Solutions Advisor Registration Candidate - Fells Point Financial Center

Bank of America

Baltimore, Maryland, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
On-site
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.
  • 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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
  • Risk mitigation and control
  • Pipeline management
  • Referral management

Nice-to-have

  • Client experience branding
  • Executive presence
  • Business acumen
  • Collaboration and peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter