Financial Solutions Advisor Registration - Putty HIll Financial Center

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. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make 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 which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

• Provides comprehensive advice and customized solutions to clients to help achieve their financial goals, including triaging client leads and coordinating with business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
• Applies and expands knowledge by completing required licenses and trainings.
• May be responsible for the provision of residential mortgage loans and must comply with SAFE Act registration requirements, including registration with the federal registry system and maintaining in good standing; submission to the required SAFE Act background check; failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to termination.

• 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

• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

US - MD - Baltimore - 7912 Belair Rd - Putty Hill Plaza (MD4623)

Pay range: $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay:
This role is compensated with a base salary and is not incentive eligible.

Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.