Bank of America
Financial Solutions Advisor Registration Candidate-Prince Frederick Financial Center
Prince Frederick · Full-time · Posted Sep 4, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as 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 tailored banking and investment recommendations, while triaging client requests, making referrals, and developing client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions to support clients’ short- and long-term goals.
- Recommends banking and investment strategies aligned with client needs and goals.
- Triages client requests, refers clients to internal providers, manages risk, and identifies potential new clients.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills for building peer relationships.
- Able to manage time independently, handle multiple tasks, adapt to technology, and prioritize client interests in a fast-paced environment.
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; not incentive eligible)
Model-written summary · the original posting is authoritative