Financial Solutions Advisor Registration Candidate-annapolis And Salisbury Md Area

Bank of America (GHR)

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
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are required to register with the federal registry system under SAFE Act requirements and submit to a background check if engaging in residential mortgage loan originations.
  • The position offers industry-leading benefits, access to paid time off, and resources to support employee wellness and sustainable business growth.

Matching Summary

This role 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 (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Client relationship cultivation
  • Financial planning and goal setting
  • Risk mitigation and control
  • Pipeline and referral management
  • Self-disciplined time management

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Effective oral communication

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check clearance
  • High School Diploma or GED equivalent
  • Experience in financial services or sales preferred

Work Rights

Not specified

Tailored Resume

Cover Letter