Financial Solutions Advisor Registration Candidate- Greater Baltimore Market
$28.85 - $33.65 per hourBank of America ATM
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and collaborationDemonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environmentExecutes multiple tasks simultaneouslyLearns and adapts to new technology or applicationsDesired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE)Bachelor’s degree and/or a minimum of one year of financial services industry or sales experienceSkills:Client Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient ManagementCustomer and Client FocusPortfolio ManagementProspectingReferral IdentificationBusiness AcumenExecutive PresenceOral CommunicationsRisk ManagementTradingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - MD - Catonsville - 702 N Rolling Rd - Forty West Center (MD4627), US - MD - Columbia - 5467 Harpers Farm Rd - COLUMBIA HARPER'S CHOICE OFFICE (MD4754), US - MD - Ellicott City - 9150 BALTIMORE NATIONAL PIKE - ST JOHNS PLAZA OFFICE (MD4552), US - MD - Hanover - 7045 Arundel Mills Blvd - Arundel Mills Mall (MD4948), US - MD - Hyattsville - 5416 Queens Chapel Rd - Queens Chapel Road (MD9952), US - MD - Hyattsville - 6495 New Hampshire Ave - New Hampshire Avenue (MD9945), US - MD - Lutherville - 2425 York Rd - PADONIA OFFICE (MD4544)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.SummaryLocation: Columbia; Hyattsville; Ellicott City; Catonsville; Hanover; Hyattsville; LuthervilleType: Full time
- ...guided by a common purpose to help make financial lives better through the power of... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ...This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
- ...purpose to help make financial lives better by... ...of financial advisors—those with a passion... ...Financial Solutions Advisor (Merrill... ...Merrill branch. From marketing yourself to managing... ...subject to SAFE Act registration requirements.... ...wider audiences with greater appeal.• Ongoing...SuggestedFull timeWork at officeImmediate startShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...Wayne, Pennsylvania; Baltimore, Maryland; Los... ...Deliver customized solutions and the full resources... ...accepted, in lieu of 66) registrations required with 5+... ...and hire qualified candidates without regard to race...SuggestedWork at officeShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...comprehensive advice and customized solutions to clients to help them achieve their financial... .... This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...SuggestedTemporary workShift workDay shift
$80k - $90k
Advisor Development Program - Financial Advisor The Advisor Development Program is designed for individuals... ...assess needs and recommend appropriate solutions. Collaborative teamwork skills and... ...Position may require SAFE Act registration and background check; failure to obtain...Immediate start$50k
...Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and... ...training to maintain registrations and licenses in good... ...information seeking the right solutions for clients... ...new opportunities Candidate qualifications: Series...Work at officeWork from homeHome officeFlexible hours- ...Fargo, we're more than a financial services leader - we'... ...deliver integrated solutions across deposits,... ...requirements and SAFE registration. Upon successful completion... ...programs (Credit, Market, Financial Crimes,... ...program requirements. Candidates applying to job openings...Temporary workWork experience placementImmediate start
- ...Fargo, we're more than a financial services leader – we’... ..., promoting solutions, and making appropriate... ...account support.SAFE registration is required at the time... ...risk programs (Credit, Market, Financial Crimes,... ...program requirements.Candidates applying to job openings...Work experience placementFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... .... Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Ideal Candidate The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...allowing for membership growth and greater community impact. Our financial...Work at officeLocal area
- ...Modern Woodmen of America Launch your financial services career with an organization that... ..., allowing for membership growth and greater community impact. We’re proud of the impact... ...insurance license, FINRA securities registration (Securities Industry Essentials®/SIE),...Full timeLocal area
$136.5k - $253.5k
The Acquisition Sales Specialist - AI Solutions promotes and sells CoCounsel solutions to... ...correctly and accurately, ensuring proper marketing sources are credited... ...and resources for mental, physical, and financial wellbeing.Culture: Globally recognized,...Full timeWork at officeLocal areaFlexible hours- Financial Consultant (T) The Financial Consultant is responsible for providing in person... ...Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63... ...TIAA does not discriminate against any candidate or employee on the basis of age, race,...Work experience placementImmediate startRemote workFlexible hours3 days per week
$18 - $21 per hour
...lending options. Headquartered in Baltimore, Mariner Finance operates... ...problems, presenting loan solutions based on customer needs, and... ...applications. Analyze credit & financial information for current and potential... ...functions depending on market demand and branch staffing in...Full timeWork at officeLocal areaFlexible hours$77k - $92.5k
...difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a... ...a SaaS business-to-business solution that enhances the customer... ..., individual qualifications, market finances, and other... ...transparent hiring process. Candidates should expect identity verification...Work experience placementRemote workWork from homeFlexible hours$74.1k - $148.3k
...rapidly, and we are looking for a financial analyst to support our Supply... ...execution. The ideal candidate has a background in cloud infrastructure... ..., skills, experience, market conditions and locations, as... ...the way in AI and cloud solutions that impact billions of lives...Temporary workFlexible hours- ...Financial Aid Advisor The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid... ...and general student eligibility criteria. A successful candidate will understand financial aid processing, be able to effectively...Full timeWork at officeLocal area
- ...Financial Analyst (Financial Planning & Analysis Associate) We are looking for a detail-oriented... ...cross‑functional partners to implement solutions. Supports internal & external audit... ...who we are looking for! The successful candidate's starting wage will be determined based...Work at officeWork from home
- ...cybersecurity and data governance posture. Required Qualifications The candidate must have: At least three (3) years of experience supporting... ...including Cortex and Data Security Posture Management (DSPM) solutions designed to protect AI systems. Fine‑tuning Data Loss...
- ...Onsite / 2 Days Remote) Duration: 12 Months (Possible Extension) Candidate Requirement: Must be a South Carolina Resident (No Relocation)... ...Development, Cloud Services, Cybersecurity, Digital Marketing, ERP Management, Custom Software Development, Web Development,...Remote workRelocation
- ...future That industry is life insurance & financial services. The same skills that make you... ...Communicating value and simplifying complex solutions Building and managing a pipeline... ...t starting over - it’s leveling up. The Market Opportunity Miles of families are uninsured...
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...internal specialists, delivering investment solutions via targeted investment strategies, and... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Work at officeWork from homeShift workDay shift
$40 per hour
...professionals for a remote role focused on evaluating AI-generated security content. Candidates will handle tasks such as evaluating threat analysis and designing technical solutions for AI models. The ideal applicant has at least 2 years of experience in cybersecurity...Hourly payRemote workFlexible hours- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...internal specialists, delivering investment solutions via targeted investment strategies, and... ..., and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Work at officeWork from homeShift workDay shift
- ...At Lendmark Financial Services, we believe the success of our company... ...providing personal loan solutions. This position focuses on building... ...of the branch. Actively market all branch products and services... ...Experience of the selected candidate. This position is eligible...Work at office
$78k - $150k
...Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services... ...lives. The Opportunity As a Financial Advisor at First Financial Group, you will play... ...' objectives Analyze financial data and market trends to create effective strategies for...$60k - $90k
..., a leader in the security and automation solutions industry, is looking for positive minded and motivated Residential Security Advisor to join our growing team in Columbia, SC!... ...Residential Sales Representative in our Columbia market, you'll join an industry leader with a...- ...for assessing and evaluating enterprise information security solutions. Guides Junior Security Analyst to identify and address risk,... ...administration and/or information technology systems administration. Candidates with an equivalent combination of experience and/or education...Work at officeLocal area
- Financial Consultant (T)The Financial Consultant is responsible for providing in person and... ...Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem... ...TIAA does not discriminate against any candidate or employee on the basis of age, race, color...Work at officeImmediate startRemote workFlexible hours3 days per week
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