Financial Solutions Advisor

4 weeks ago

Annapolis, Maryland, United States Bank of America Full time
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.

Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

We're devoted to being a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees.

We use a multi-faceted approach for flexibility, depending on the various roles in our organization.


Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Job Responsibilities:
  • Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
  • Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions
  • Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
  • Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
  • Builds relationships with internal service providers based on client needs and asset thresholds
  • Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools
Key Skills:
  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management
Work Environment:

This role 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 this position requires SAFE Act registration, employees are 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.

Pay and Benefits:

This role is eligible to participate in a formulaic incentive plan.

Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.

Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities.

Incentives are earned based on the employee's performance against defined metrics.

This 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.

Bank 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 and affirmative action, 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.

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