Financial Solutions Advisor Registration Candidate- Western Md Market
Bank of America Merrill Lynch
Gaithersburg, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Western Maryland market, tasked with providing clients with tailored financial advice and solutions. The role emphasizes client relationship management and requires obtaining necessary industry licenses while operating within an in-office culture.
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Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration if involved in residential mortgage loans.
The position offers industry-leading benefits, paid time off, and resources to support employee wellness and sustainable business growth.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Western Maryland market, tasked with providing clients with tailored financial advice and solutions. The role emphasizes client relationship management and requires obtaining necessary industry licenses while operating within an in-office culture.
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Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Client financial goal planning
Investment product recommendations
Client lead triaging and referrals
Risk mitigation in daily activities
Prospecting new clients
Nice-to-have
Self-disciplined time management
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Executive presence
Key Requirements
Aptitude for obtaining industry licenses
SAFE Act registration and background check
High School Diploma or GED
One year of financial services experience (desired)