Bank of America
Financial Solutions Advisor-Annapolis , MD area
Bank of America, Annapolis, Maryland, United States, 21403
Overview
Financial Solutions Advisor - Annapolis, MD area. Locations include Annapolis, Stevensville, Edgewater, Maryland. Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investment 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 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, builds and nurtures strong relationships, collaborates effectively with others, communicates effectively and confidently with clients, and manages goals in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients; efficiently manages time and capacity; incorporates regulatory due diligence into daily activities. Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment. At least three years’ experience in the financial service industry and/or a sales environment with proven results. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Salary and Benefits
Maryland pay range: $70,000.00 - $80,000.00 annualized salary; offers determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan with incentives based on performance against defined metrics. This role is currently benefits eligible. EEO and Accessibility
Bank of America is an equal employment opportunity employer. If you require a reasonable accommodation to search for a job opening or to submit an application, please contact us at 1.877.760.2076.
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Financial Solutions Advisor - Annapolis, MD area. Locations include Annapolis, Stevensville, Edgewater, Maryland. Responsibilities
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investment 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 Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, builds and nurtures strong relationships, collaborates effectively with others, communicates effectively and confidently with clients, and manages goals in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients; efficiently manages time and capacity; incorporates regulatory due diligence into daily activities. Desired Qualifications
Strong computer skills with the ability to multitask in a demanding environment. At least three years’ experience in the financial service industry and/or a sales environment with proven results. Professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Salary and Benefits
Maryland pay range: $70,000.00 - $80,000.00 annualized salary; offers determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan with incentives based on performance against defined metrics. This role is currently benefits eligible. EEO and Accessibility
Bank of America is an equal employment opportunity employer. If you require a reasonable accommodation to search for a job opening or to submit an application, please contact us at 1.877.760.2076.
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