25042914 Financial Solutions Advisor - Lutherville, Md Area

Bank of America (GHR)

Lutherville, Maryland, US
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and analysis
Client relationship management
Sales and client engagement
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.
  • Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products, recommending banking and investment strategies, and triaging client requests.
  • This role is eligible to participate in a formulaic incentive plan and offers industry-leading benefits, access to paid time off, and resources and support to employees.

Matching Summary

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

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and analysis
  • Client relationship management
  • Sales and client engagement
  • Risk mitigation and control
  • Brokerage product knowledge

Nice-to-have

  • Adaptable and solution-oriented
  • Strong communication skills
  • Goal-oriented and driven
  • Collaborative team player

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • High School Diploma / GED / Secondary School

Work Rights

Not specified

Tailored Resume

Cover Letter