Consumer Investments Financial Service Representative I
$25 - $27 per hourBank of America
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 answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines. Responsibilities: Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner Triages client requests and makes referrals to appropriate internal specialists Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities Required Qualifications: Must be a current Year-Up intern with Bank of America Delivers solutions and experiences that improve clients’ financial lives Applies learnings and adapts new information to identify appropriate client solutions Builds strong client relationships through effective communication and collaboration Displays a proactive and ambitious mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Demonstrates a willingness to establish a career in the financial services industry Strong computer application skills, including Microsoft Office Desired Qualifications: Bachelor’s degree and/or minimum of one year of experience in a performance-based environment Skills: Active Listening Attention to Detail Critical Thinking Customer and Client Focus Oral Communications Account Management Client Experience Branding Decision Making Emotional Intelligence Result Orientation Adaptability Coaching Prioritization Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range $25.00 - $27.00 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This 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. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -
$25 - $27 per hour
...common purpose to help make financial lives better through the power... ...products, accounts, and financial services offered. Key responsibilities... ...and experiences and invest heavily in our teammates and... ...Learn about our four values that represent what we believe. Pay Transparency...SuggestedHourly payFull timeInternshipWork at officeShift workDay shift- ...me a strong foundation in customer service and problem-solving before moving into... ...you. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with... ...customers with financial planning and investment options. Assist customers with portfolio...SuggestedWork at office
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...financial strategies—insurance, investments, and annuities—built to reinforce each... ...and access to the best products and services for our clients. Our Financial Representatives...SuggestedFull timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each... ...and access to the best products and services for our clients. Our Financial...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$75k
...Financial Advisor At PNC, our people are our greatest differentiator... ...clients meet their savings, investing and retirement goals. Our... ...efficiently handling sales and service, identifying sales and/or executing... ...Refer to the California Consumer Privacy Act Privacy Notice to...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$22 per hour
The Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service...Hourly payTemporary workRelocation packageFlexible hours$24 - $25.96 per hour
Job Summary Financial Services Representative I - entry‑level role in the Life Services team at Merrill Contact Center. Focus on phone‑based servicing of brokerage accounts, building client relationships, and facilitating the transition of deceased account assets. Key Responsibilities...Hourly payShift workDay shift$55k - $65k
...Client Service Representative, $55-65k Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients. We pride ourselves on our commitment to integrity, innovation, and client satisfaction...Work at officeLocal area$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...advisor, you start as a financial representative focused on client-building and... ...Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement...Full timeContract workFor contractorsWork at office- ...Financial Advisor Job Locations US-MD-Hunt Valley Requisition ID 2026-23760 Location Name International Bldg County Baltimore Category Investment Services Position Type (Portal Searching) Full-Time FLSA Status...Full timeLocal areaWork visaFlexible hours
$60k - $70k
...A reputable financial services firm is looking for a Paraplanner to add to their growing team. Summary: This role will be the engine... ...), and draft comprehensive financial plans. Research investment options, tax strategies, and insurance products to identify...- ...OWINGS MILLS Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...marketing plan to sell insurance and investment solutions. Travels throughout market... ...purpose of sales, conservation, and service. Adequately prepares for and...Work at officeLocal area
$80k - $90k
...in Cockeysville, Maryland, is seeking a Financial Advisor in its Advisor Development Program... ..., and delivering personalized investment recommendations. Responsibilities also include... ...along with relevant experience in financial services and sales. The position offers a...$70k - $80k
A leading financial institution in Lutherville, Maryland, is seeking a financial services professional to work with clients on their financial goals through investment strategies. Ideal candidates will hold necessary licenses, have at least one year of experience in the...$60k - $120k
FINANCIAL ADVISOR (ENTRY-LEVEL) - FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY... ...in wealth management, financial services, or insurance sales. This is a W-...Full timeTraineeshipWork at officeLocal areaRemote workFlexible hours- Fulton Financial in Cockeysville, MD, seeks a full-time financial advisor to provide investment advice and manage client portfolios. The position requires at least 1 year of experience in the Securities industry, along with vital licenses like Series 7. Successful candidates...Full time
- ...wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work... ...Financial Planner (CFP) is required 5+ years of experience with a registered investment advisor #J-18808-Ljbffr Veritas Partners
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...advisor, you start as a financial representative focused on client‑building and... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement...Work at office$61k - $250k
Northwestern Mutual in Cockeysville, Maryland, is seeking a motivated Financial Advisor to help clients achieve their financial goals through... ..., while building meaningful relationships and managing investments. Join Northwestern Mutual to cultivate your entrepreneurial ambitions...- ...building in Hunt Valley, MD . Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans,... ...establish investment strategies. Responsibilities Services an existing group of clients. Providing an understanding...Full timeWork visaFlexible hours
$65k - $85k
...Overview Bank of America is looking for Financial Solutions Advisors (NFSA I) who will provide... ...financial advice, including investment, banking, and lending solutions, to our... ...degree, 0-2 years of experience in financial services or metrics‑based sales environment, experience...Day shift- Veritas Partners is looking for a Financial Planner to join their wealth management team in Cockeysville, MD. The role involves working... ...and at least 5 years of experience in a registered investment advisory setting, supporting client communication and presentation...
$70k - $80k
...clients to plan their short and long-term financial goals by building a financial plan with... ...solutions Recommends banking and investments strategies that align with client financial... ...makes referrals to appropriate internal service providers based on client needs and asset...Temporary workShift workDay shift$25 per hour
...Overview Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets... ...than 16,000 hours. At Univest we invest in the success of our employees and customers... ...customers and delivering exceptional service. Profiling customers to determine their...Temporary workLocal areaMonday to Friday$87.91k - $153.87k
...friendly benefits such as paid parental leave, fertility benefits, Employee Assistance Program, and caregiver support - Retirement and investment programs including 401(k) and profit-sharing plans WHY WORK AT MCCORMICK? As a McCormick employee you'll be empowered to...Permanent employmentImmediate start$65k - $85k
...guided by a common purpose to help make financial lives better through the power of every... ...and make an impact. Join us! The Life Services team is focused on guiding beneficiaries... ...product and service solutions that meet their investment and savings needs. Financial Solutions...Temporary workWork experience placementWork at officeShift workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Baltimore & Associates... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...clients. Our Wealth Management team represents an array of different backgrounds...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$125 per hour
...offered! Mutual of Omaha Mortgage is a full-service lending division offering a complete... ..., understand and analyze the full financial situations of our customers. Our goal is... ...and integrity Connects quickly with consumers and builds rapport with potential clients...Hourly payMinimum wageLocal areaFlexible hours$65k - $85k
Bank of America is seeking a Financial Solutions Advisor (FSA) in Cockeysville, Maryland. The FSA will support the Life Services team by guiding beneficiaries through important financial decisions regarding inherited assets. Responsibilities include managing client experiences...- Fulton Bank is seeking a Financial Advisor in Cockeysville, MD to provide financial planning and investment advice to clients. Responsibilities include servicing existing clients, building referral networks, and ensuring compliance with standards. Preferred candidates...
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