Bank of America
Financial Solutions Advisor Registration Candidate-Eastern Maryland area
Easton +4 · Full-time · Posted Oct 19, 2026
- Location
- Easton
Salisbury
Severna Park
Annapolis
Prince Frederick - Experience
- One year of financial services industry or sales experience is a desired qualification; no years are specified as a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment recommendations to clients, refers them to appropriate partners, and develops new client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions; recommends strategies aligned with client goals.
- Triages client requests and refers clients to internal providers based on their needs and asset thresholds.
- Identifies prospective clients, manages risk, and builds client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills; self-disciplined time management and ability to handle multiple tasks.
- Results-driven approach that prioritizes client interests and adapts to new technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative