Financial Solutions Advisor Registration Candidate - Consumer Investments - Crofton Station Center Financial Center in Crofton, MD
Job title: Financial Solutions Advisor Registration Candidate - Consumer Investments - Crofton Station Center Financial Center in Crofton, MD at Bank of America
Company: Bank of America
Job description: 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 a diverse and 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.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Required Qualifications:Demonstrates willingness to complete required industry licensingDisplays confidence working in a sales roleBuilds strong client relationships through effective communication and collaborationDisplays a proactive mindset and effective time managementDemonstrates a results-driven mindset and prioritizes client interestsIdentifies appropriate client solutions through application of learnings and new informationApplies relevant regulatory due diligence in daily activities and creating long-term client strategiesDesired Qualifications:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceLearns and adapts to new technology or applicationsExecutes multiple tasks simultaneouslyShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - MD - Crofton - 2001 Davidsonville Rd - DAVIDSONVILLE ROAD BC (MD4950)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.
Expected salary: $28.85 - 33.65 per hour
Location: Crofton, MD
Job date: Sun, 20 Apr 2025 06:50:42 GMT
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Company: Bank of America
Job description: 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 a diverse and 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.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Communicate effectively; Strong computer skills with an ability to multitask in a fast paced environment; Ability to adapt and seek solutions for clients in a fast-paced environment.The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions. Required Skills: Series 7 & 66 must be obtained within 120 days; Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Required Qualifications:Demonstrates willingness to complete required industry licensingDisplays confidence working in a sales roleBuilds strong client relationships through effective communication and collaborationDisplays a proactive mindset and effective time managementDemonstrates a results-driven mindset and prioritizes client interestsIdentifies appropriate client solutions through application of learnings and new informationApplies relevant regulatory due diligence in daily activities and creating long-term client strategiesDesired Qualifications:Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceLearns and adapts to new technology or applicationsExecutes multiple tasks simultaneouslyShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - MD - Crofton - 2001 Davidsonville Rd - DAVIDSONVILLE ROAD BC (MD4950)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.
Expected salary: $28.85 - 33.65 per hour
Location: Crofton, MD
Job date: Sun, 20 Apr 2025 06:50:42 GMT
Apply for the job now!
Apply Now