Financial Solutions Advisor Registration Candidate - Wexford Financial Center
On-siteWexford, Maryland, United States
Job Summary
Build financial plans with brokerage products like stocks, bonds, and annuities by recommending strategies that align with client goals. Triage client leads and make referrals to internal service providers based on needs and asset thresholds. Engage potential new clients through referrals or financial center clientele while mitigating risk as part of daily activities. Complete required licenses and trainings to maintain SAFE Act registration for residential mortgage loan provisions. This role supports Bank of America's commitment to helping financial lives better through connections, offering a 1st shift schedule with 40 hours per week.
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
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Desired Qualifications
- 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
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