Full-Time

Financial Solutions Advisor Registration Candidate

Posted on 5/14/2025

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Compensation Overview

$28.85 - $33.65/hr

Entry, Junior

Baltimore, MD, USA

The job is located at 1203 Windlass Dr, Middle River Office (MD4632).

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Series 7 & 66 must be obtained within 120 days
  • Demonstrates willingness to complete required industry licensing
  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Responsibilities
  • Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
  • Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
  • Engage and share value proposition with customers in the lobby
  • Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
  • Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex
  • Communicate effectively
  • Strong computer skills with an ability to multitask in a fast paced environment
  • Ability to adapt and seek solutions for clients in a fast-paced environment
Desired Qualifications
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. What sets Bank of America apart from its competitors is its extensive network and resources, making it a leader in wealth management and corporate investment banking. The goal of Bank of America is to help clients achieve their financial goals by offering comprehensive financial solutions tailored to their needs.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is investing heavily in digital banking solutions.
  • The company is committed to mobilizing $1 trillion for sustainable business initiatives by 2030.
  • Recent acquisitions in Angel One and Nuvama expand its investment portfolio.

What critics are saying

  • Increased competition from fintech companies in wealth management.
  • Potential overexposure to the volatile Indian market through significant investments.
  • Competitors increasing credit facilities could lead to higher borrowing costs.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company serves approximately 56 million U.S. consumer and small business relationships.
  • It is a pioneer in integrating AI-driven chatbots like Erica for customer service.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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