Financial Solutions Advisor - Eastern Shore/ Salisbury Area Market

Bank of America (GHR)

Annapolis, MD, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client relationship building skills
** Bank of America is seeking a Financial Solutions Advisor for the Eastern Shore/Salisbury area, responsible for providing tailored financial advice to clients. The role requires a strong background in the financial services industry, specifically in investments and client relationship management, while offering competitive compensation and benefits. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Eastern Shore/Salisbury area, responsible for providing tailored financial advice to clients. The role requires a strong background in the financial services industry, specifically in investments and client relationship management, while offering competitive compensation and benefits. **

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 building skills

Nice-to-have

  • Certified Financial Planner designation preferred
  • Strong computer and multitasking skills
  • Insurance licenses held

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investment experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter