Bank of America
Financial Solutions Advisor Registration Candidate--Western MD Market
Gaithersburg +3 · Full-time · Posted Oct 19, 2026
- Location
- Gaithersburg
Rockville
Owings Mills
Potomac - Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification; no required years stated.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment advice to clients, recommends banking and investment solutions, and refers clients to internal partners based on their needs.
What you'll do
- Builds financial plans using brokerage, banking, and managed solutions to support clients’ short- and long-term goals.
- Recommends strategies, triages client requests, and refers clients to appropriate internal service providers.
- Identifies potential clients and manages risk in daily activities.
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 handle multiple tasks and adapt to new technology.
- Effective communication and collaboration, with a results-driven mindset that prioritizes client interests.
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 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative