Financial Solutions Advisor - Western MD Market

Bank of America is committed to a welcoming and inclusive workplace where employees can build a successful career with opportunities to learn, grow and make an impact. This role focuses on delivering comprehensive financial advice and building strong client relationships.

• Work with clients to plan short‑ and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions.
• Recommend banking and investment strategies that align with client financial goals and needs.
• Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or financial center clientele.
• Provide coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series7 and 66 licenses (or holds Series
  63 or 65 in lieu of 66 and can pass the missing series within 60 days).
• Minimum of one year of experience in the investment industry, including investment training and in‑depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, builds and nurtures strong relationships, collaborates effectively with others, and communicates confidently with all clients.
• Manages goals, navigates complexity, prioritizes tasks, executes in a fast‑paced environment, and adapts to new information to seek the right solutions for clients.
• Thoroughly incorporates regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with the ability to multitask in a demanding environment.
• Minimum of three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

• Account Management
• Advisory Client Experience
• Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

40 hours

Gaithersburg, MD – 1048 Quince Orchard Rd (Zip
9953)

Pay range: $70,000.00 – $80,000.00 annualized salary, offers determined based on experience, education, and skill set. This role is eligible to participate in a formulaic incentive plan, with incentives earned based on performance against defined metrics.

Standard industry‑leading benefits, including paid time off, health and wellness resources, and support to employees for their physical, emotional, and financial well‑being.