Financial Solutions Advisor - SERIES 7 and 66 REQUIRED - Tidewater Center Financial Center - Stevensvillel, MD.

Company
Bank of America Corporation
Job Title
Financial Solutions Advisor - SERIES 7 and 66 REQUIRED - Tidewater Center Financial Center - Stevensvillel, MD.
Job Type
Full-time, Part-time
Location
Laurel, MD 20708

Job Description: FSA provides advice and guidance to clients while helping to deepen investment relationships and serve as Preferred clients primary point of contact within the Financial Center. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Par…


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