Financial Solutions Advisor Registration Candidate
Not Disclosed•Full-TimeOn-site
location_on2021, Research Drive, Parole, Anne Arundel County, Maryland, 21041, United States
About Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.
We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
About the Role
This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will work directly with clients to plan their short and long-term financial objectives, building financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, and banking solutions. Your role involves recommending banking and investment strategies that align with client needs and triaging client requests to make referrals to appropriate internal service providers.
As this position may be responsible for the provision of residential mortgage loans, it is subject to SAFE Act registration requirements. All employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. This includes submitting to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Equal Opportunity
Bank of America is an equal opportunity employer committed to diversity and inclusion. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
Work location
Work model: On-site
2021, Research Drive, Parole, Anne Arundel County, Maryland, 21041, United States
Maryland
Key Responsibilities
- check_circleRecommend banking and investment strategies that align with client financial needs
- check_circleTriage client requests and refer them to appropriate internal service providers
- check_circleMitigate and control risk as part of daily activities
- check_circleBuild financial plans with brokerage products to help clients achieve short and long-term goals
- check_circleIdentify and engage potential new clients through referrals or financial center clientele
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedAptitude in obtaining required industry licenses
- verifiedCurrently holds FINRA Securities Industry Essentials (SIE)
- verifiedBachelor's degree and/or a minimum of one year of financial services industry or sales experience
- verifiedSAFE Act registration and background check
Nice to Have
Currently holds FINRA Securities Industry Essentials (SIE). Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
Benefits & Perks
check_circleAccess to paid time off
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Skills, education and keywords
Skills: Finra Securities Industry Essentials, Safe Act Registration, Stocks, Bonds, Mutual Funds, Annuities, Banking, Money Managed Solutions, Investment Management, Portfolio Management.
Education: High School Diploma / GED / Secondary School required; Bachelor's degree or equivalent experience desired.
Frequently asked questions about Financial Solutions Advisor Registration Candidate at Bank of America
What does a Financial Solutions Advisor Registration Candidate at Bank of America do?expand_more
Day-to-day, the Financial Solutions Advisor Registration Candidate at Bank of America will recommend banking and investment strategies that align with client financial needs; triage client requests and refer them to appropriate internal service providers; mitigate and control risk as part of daily activities; and build financial plans with brokerage products to help clients achieve short and long-term goals.
What are the requirements for this Financial Solutions Advisor Registration Candidate role?expand_more
To qualify for the Financial Solutions Advisor Registration Candidate at Bank of America position, applicants should have: High School Diploma / GED / Secondary School or equivalent; Aptitude in obtaining required industry licenses; Currently holds FINRA Securities Industry Essentials (SIE); Bachelor's degree and/or a minimum of one year of financial services industry or sales experience; and SAFE Act registration and background check.
Where is the Financial Solutions Advisor Registration Candidate role at Bank of America located?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is based in 2021, Research Drive, Parole, Anne Arundel County, Maryland, 21041, United States. This is a on-site role.
Is this Financial Solutions Advisor Registration Candidate job remote, hybrid, or on-site?expand_more
Bank of America has listed this Financial Solutions Advisor Registration Candidate role as on-site.
How much experience is required for this Financial Solutions Advisor Registration Candidate role?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Financial Solutions Advisor Registration Candidate role at Bank of America?expand_more
Key skills for Financial Solutions Advisor Registration Candidate at Bank of America include Finra Securities Industry Essentials; Safe Act Registration; Stocks; Bonds; Mutual Funds; Annuities; Banking; and Money Managed Solutions.
What education is required for Financial Solutions Advisor Registration Candidate at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required; and Bachelor's degree or equivalent experience desired.
What category does the Financial Solutions Advisor Registration Candidate role belong to?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is part of the accounting & finance job category on Recrutus.
About Bank of America
Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs.
The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities.
This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
Browse more roles: All Bank of America jobs, accounting & finance jobs on Recrutus.