Financial Solutions Advisor… at Bank of America · Rockville

Summary: Bank of America is committed to helping make financial lives better through the power of every connection. The Financial Solutions Advisor Registration Candidate will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals, including triaging client leads and making referrals to business partners based on client needs. 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 - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Preferred 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 Required Skills: Financial Planning, Brokerage Products, Investment Management, Banking Solutions, Money Management Solutions, Client Relationship Management, Risk Management, Pipeline Management, Referral Management, Portfolio Management, Trading, FINRA Securities Industry Essentials (SIE), Results-driven mindset Benefits: Industry-leading benefits, Access to paid time off