Financial Solutions Advisor Registration Candidate-Annapolis, MD Area jobs in United States
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Bank of America · 2 days ago

Financial Solutions Advisor Registration Candidate-Annapolis, MD Area

positionAnnapolis, MD
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is dedicated to improving financial lives through connections and responsible growth. As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and learn to manage client relationships while providing tailored financial advice. This role offers a pathway to further career advancement within the company as you develop your skills and client portfolio.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtain Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated classes
Acquire, build, and manage client relationships
Guide clients with advice and solutions to help them achieve their financial goals
Work in a financial center to deliver banking and investment solutions
Provide end-to-end comprehensive advice and client presentations
Collaborate with banking and investment partners to meet client needs

Qualification

Securities Industry licensesClient relationship managementFinancial advisoryActive ListeningAttention to DetailCustomerIssue ManagementRisk ManagementPoliciesProceduresGuidelinesCausation AnalysisPipeline ManagementOral CommunicationsWritten CommunicationsClient Focus

Required

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
High School Diploma / GED / Secondary School or equivalent

Preferred

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
dateFounded in 1998
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.bankofamerica.com

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Recent News

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JANET CURRIE
2026-01-03
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Why Smart CFOs Are Rethinking How Money Moves
2026-01-03
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2026-01-03
Company data provided by crunchbase