Financial Solutions Advisor Registration Candidate

Bank of America is hiring a Financial Solutions Advisor Registration Candidate for an onsite role in Crofton, MD. This position focuses on delivering comprehensive financial guidance and tailored solutions to help clients achieve their goals. The role offers a competitive $29-$34 per hour and a standard 40-hour workweek, with potential involvement in residential mortgage loan originations under SAFE Act registration. A minimum 1 year of experience and a High School Diploma or equivalent are required.

Responsibilities

• Collaborate with clients to map short and long term financial goals and build a plan using brokerage products such as stocks, bonds, mutual funds, and annuities, along with banking and money management solutions.
• Recommend banking and investment strategies that align with each client’s goals and needs.
• Triage client requests and refer to appropriate internal service providers based on client needs and asset thresholds.
• Identify and mitigate risk as a routine part of daily activities.
• Identify and engage potential new clients through referrals or existing financial center clientele.

Requirements

• Aptitude for obtaining the required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Proven ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on the client's interests in a complex, fast-paced environment.
• Ability to handle multiple tasks simultaneously.
• Willingness to learn and adapt to new technology or applications.

Desired Qualifications

• Current FINRA Securities Industry Essentials (SIE) designation.
• Bachelor’s degree and/or at least one year of financial services industry or sales experience.

Skills

• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading

Work Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40