Bank of America
Financial Solutions Advisor Registration Candidate -Greater Baltimore Market
Baltimore +1 · Full-time · Posted Nov 2, 2026
- Location
- Baltimore
Cockeysville - Experience
- Preferred: a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment recommendations to clients, refers clients to appropriate partners, and develops new client relationships.
What you'll do
- Build financial plans using brokerage, banking, and money management solutions, and recommend strategies aligned with client goals.
- Triage client requests and refer them to internal service providers based on needs and asset thresholds.
- Identify and engage potential clients through referrals or financial center clientele while managing risk.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; ability to execute multiple tasks simultaneously.
- Effective communication and collaboration, a results-driven mindset, and ability to adapt to new technology or applications.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative