Financial Solutions Advisor Registration Candidate-Annapolis, MD Area
Bank of America, Annapolis, Maryland, United States, 21403
Overview
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It may include providing residential mortgage loans and is subject to SAFE Act registration requirements. Pursuant to SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing.
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Required Qualifications
Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration Demonstrates a results-driven mindset while prioritizing the client's interest in a complex, fast-paced environment Executes multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ wellness, recognizing and rewarding performance, and making an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and flexibility based on role-specific considerations. This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. It may include providing residential mortgage loans and is subject to SAFE Act registration requirements. Pursuant to SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing.
Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates and controls risk as part of daily activities Identifies and engages potential new clients through referrals or financial center clientele Required Qualifications
Aptitude in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration Demonstrates a results-driven mindset while prioritizing the client's interest in a complex, fast-paced environment Executes multiple tasks simultaneously Learns and adapts to new technology or applications Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE) Bachelor’s degree and/or a minimum of 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 Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Shift:
1st shift (United States of America) Hours Per Week:
40
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