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
- ...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... ...Join us!Job Description: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
$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...SuggestedWork at officeWork from homeHome officeFlexible hours$50k
...As a financial advisor with Edward Jones, you'll develop and grow your... ...authorities, and maintain registrations and licenses in good standing... ...information, seeking right solutions for clients. Comfortable in... ...Passion for new opportunities. Candidate Qualifications Series 7 and...SuggestedWork at officeHome officeFlexible hours- ...processing transactions, and facilitating loan requests. Successful candidates will possess a high school diploma or GED, and at least one year of customer-facing experience. The role requires registration with the NMLS and proficiency in MS Office, offering a dynamic...Suggested
- ...community bank with the full financial capabilities to meet... ...to be a trusted advisor while providing them... ...expert financial solutions to existing and prospective... ...will be experts in marketing Simmons solutions to... ...This position requires registration with the National...Night shift
- ...opportunities to share valued solutions and recommendations via a... ...partners, mortgage and financial advisors. Maintain a high level of client... ...in the absence of an AFCM. Registration with the National Mortgage... ...brand awareness and obtain market knowledge. Occasional...Night shift
$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$72k - $90k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, WWT is a global technology... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...lender has knowledge of the industry, the market area, and keeps up to date with rules... ...recruiters in the U.S. to place qualified candidates with strong companies. To be considered... ...realize that our value is in our ability to deliver the right solutions at the right time.
- ...lenders to learn the industry, and market area, and learn the rules and... ...to be consistent with financial institution policies and procedures... ...the U.S. to place qualified candidates with strong companies. To be... ...is in our ability to deliver the right solutions at the right time.Local area
$90.29k - $198.04k
...personally, professionally, and financially. Responsibilities Improving... ...? Over half of our current advisors found their calling in... ...hospitality, banking, sales, marketing, management, educators, athletics... ...influencers. Ideal candidates have a bachelor's degree from...Full timeWork experience placement$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...Work at office$75.2k - $90.3k
...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...Full timeWork experience placementRemote workWork from homeFlexible hours- ...with the following? Looking out for the Financial Wellness of members by thoroughly reviewing... ...listening to learn and offering quality solutions. GREAT Service Standards: Commitment to... ...preferred but not required. The Ideal Candidate: Excellent verbal and written communication...Full timeWork at office
$20.55 - $25.05 per hour
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...variety of retail products and digital solutions that improve their financial wellness.... ...that report. Benefits The selected candidate may be eligible for employer-sponsored health...Hourly payFull timeMonday to Friday$20.55 - $25.05 per hour
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...of each customer and provide them with solutions to address those needs. As a Personal... ...to meeting performance goals.#LI-RT1The candidate selected for this position may be eligible...Hourly payMonday to FridayShift work- ...years experience in a bank as a Credit or Financial Analyst preferred Credit Analyst... ...in the U.S. to place qualified candidates with strong companies. To be considered... ...realize that our value is in our ability to deliver the right solutions at the right time.Bank staff
- ...years, Sun Loan Company has been a trusted financial resource in over 200 communities,... ...payment via phone or mail. Identifies solutions for customers to refinance accounts and... ...This means: Work Authorization Required: Candidates must already possess valid U.S. work authorization...H1bWork at officeImmediate startVisa sponsorshipWork visaFree visa
- ...qualify and submit client files to the Operations Department. The candidate will be working hand in hand behind the scenes with the SMB in... ...and Secondary). Establish & implement comprehensive and marketing strategies to drive business development, build strong client...Full timeFor contractors
- ...recruit nationally and provide financial relocation assistance. We're... ..., the second fastest growing market for tech talent in the United... ...young professionals (Forbes Advisor). We offer comprehensive benefits... ..., which give you an even greater stake in the success of Epic...RelocationVisa sponsorshipRelocation package
- ...agents, borrowers, processors, and closers, price loans, issue prequalifications, and develop plans to grow market share while staying compliant with all investor guidelines. A collaborative, service‑driven culture supports high‑quality, timely solutions. #J-18808-Ljbffr...
$90.23k
...challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our... ...Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team!... ...to leadership. The successful candidate: • Analyzes highly complex financial and...Work experience placementH1b- ...Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position,... ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
- ...Moore, founded in 1913, brings more than 100 years of trusted financial service rooted in honesty, integrity, and long-term commitment.... ...term. Role Description This is a full-time role for a Financial Advisor, located in multiple locations across the United States, with some...Full timeRemote work
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Columbia Township, Missouri. This program provides... ...and the potential for full-time roles after graduation. Ideal candidates are juniors or seniors involved on campus with excellent time-...Full timeInternshipFlexible hours
- ...A mortgage solutions provider is seeking a Loan Officer Assistant in Columbia Township, Missouri, to support Senior Mortgage Bankers... ...collaborating with operations staff, and driving business development. Candidates should have mortgage loan experience, excellent communication...
$77k - $214k
...compliance and managing risks for clients, providing advice, and solutions. They help organisations navigate complex regulatory... ...Cincinnati; OH-Cleveland; SC-Columbia; OH-Columbus; TX-Dallas; MD-Baltimore; VA-Richmond; NY-Rochester; IL-Rosemont; CA-Sacramento; MA-Boston...Full timeH1b$36k
...a long-term opportunity with a growing financial services company that rewards performance... ...model to other team members. The successful candidate will possess a professional demeanor,... ...consumer loan and voluntary product solutions. Completes loan applications, proposals...Hourly payTemporary workWork at officeFlexible hours- ...expectations. This position is open to candidates who live within driving distance of... ...Analysis & Underwriting Spread and analyze financial statements, tax returns, balance sheets,... .... Demonstrates knowledge of market and competition. Aligns work to strategic...Work at officeRemote workRelocation
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