Financial Solutions Advisor Registration Candidate - Queens Chapel Financial Cen
Bank of America, Columbia, MD, United States
Job Description
Bank of America is committed to responsible growth and supporting an inclusive workplace. This role focuses on providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. The role may include the provision of residential mortgage loans and requires SAFE Act registration and related compliance.
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 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
Schedule Monday – Friday and rotating Saturdays. 1st shift (United States of America). 40 hours per week.
Minimum Education High School Diploma / GED / Secondary School or equivalent.
Benefits Industry‑leading benefits, paid time off, and resources and support to employees.
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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 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
Schedule Monday – Friday and rotating Saturdays. 1st shift (United States of America). 40 hours per week.
Minimum Education High School Diploma / GED / Secondary School or equivalent.
Benefits Industry‑leading benefits, paid time off, and resources and support to employees.
#J-18808-Ljbffr