Finance Jobs in Crofton, MD

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5mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Crofton, MD

Crofton, MD

5mo ago Closed

$29 - $34/hr Full time Advisor Advisor Services Banking

This position is no longer accepting applications (closed Jun 21, 2026).

Job Description

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

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