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Job description
Financial Solutions Advisor Registration Candidate-Eastern Maryland area
nEaston, Maryland;Severna Park, Maryland; Salisbury, Maryland; Salisbury, Maryland; Annapolis, Maryland; Prince Frederick, Maryland
nTo proceed with your application, you must be at least 18 years of age.
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nBank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
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nTo proceed with your application, you must be at least 18 years of age.
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nBank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.
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nJob Description:
nAt 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.
nBeing a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an 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.
nBank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
nAt Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
nJob Description:
nThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit 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.
nResponsibilities:
nnnWorks 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
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nnRecommends banking and investments strategies that align with client financial goals and needs
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nnTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activities
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nnIdentifies and engages potential new clients through referrals or financial center clientele
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n nRequired Qualifications:
nnnAptitude in obtaining required industry licenses
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nnMust be self-disciplined in managing time and capacity
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nnExperience in cultivating client relationships, assessing needs and recommending solutions
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nnSuccess creating strong peer relationships through effective communication and collaboration
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nnDemonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
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nnExecutes multiple tasks simultaneously
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nnLearns and adapts to new technology or applications
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n nDesired Qualifications:
nnnCurrently holds FINRA Securities Industry Essentials (SIE)
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nnBachelor’s degree and/or a minimum of one year of financial services industry or sales experience
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n nSkills:
nnnClient Experience Branding
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nnClient Solutions Advisory
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nnInvestment Management
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nnPipeline Management
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nnReferral Management
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nnClient Management
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nnCustomer and Client Focus
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nnPortfolio Management
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nnProspecting
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nnReferral Identification
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nnBusiness Acumen
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nnExecutive Presence
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nnOral Communications
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nnRisk Management
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nnTrading
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n nMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
nShift:
n1st shift (United States of America)
nHours Per Week:
n40
nBank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
nView your "Know your Rights ( " poster.
nView the LA County Fair Chance Ordinance ( .
nBank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
nBank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
nThis communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
nInvestment products offered through MLPF&S and insurance and annuity products offered through MLLA:
nAre Not FDIC Insured Are Not Bank Guaranteed May Lose Value
nAre Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity
nMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
nTrust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
nBank of America Private Bank is a division of Bank of America, N.A.
nBanking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
n© 2026 Bank of America Corporation. All rights reserved.
Worksite address
easton, MD, 21601, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.