Financial Solutions Advisor Registration Candidate-annapolis And Salisbury Md Area

Bank of America Merrill Lynch

Annapolis, MD, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Client relationship cultivation
Financial goal planning
Investment product recommendations
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Annapolis and Salisbury, MD area, aimed at providing tailored financial advice to clients. The role requires obtaining necessary licenses and involves client relationship management, recommending banking and investment strategies, and ensuring compliance with SAFE Act regulations. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for residential mortgage loan originations.
  • This position offers industry-leading benefits, access to paid time off, and resources to support employee wellness.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate for its Annapolis and Salisbury, MD area, aimed at providing tailored financial advice to clients. The role requires obtaining necessary licenses and involves client relationship management, recommending banking and investment strategies, and ensuring compliance with SAFE Act regulations. **

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 relationship cultivation
  • Financial goal planning
  • Investment product recommendations
  • Risk mitigation activities
  • Client lead triaging

Nice-to-have

  • Self-disciplined time management
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent
  • Experience in cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter