Cashier - Bank of America Hunt
Thompson Hospitality
**
Cockeysville, MD
Posted about 9 hours ago
Cashier Job Description
We seek a friendly, efficient cashier to join our team at Thompson Hospitality. As the first point of contact for valued customers, you will provide outstanding service and ensure smooth transactions.
• Handle customer transactions and payments.
• Maintain accurate cash and register records.
• Provide excellent customer service and assistance.
Cashier - Bank of America Hunt
Thompson Hospitality
**
Cockeysville, MD
Posted 7 days ago
Cashier Job Description
We seek a friendly, efficient cashier to join our team at Thompson Hospitality. As the first point of contact for valued customers, you will provide outstanding service and ensure smooth transactions.
• Handle customer transactions and payments.
• Maintain accurate cash and register records.
• Provide excellent customer service and assistance.
Capital Markets Summer Analyst: ECM, DCM
Bank of America
**
Mill Valley, CA
Posted about 9 hours ago
A leading financial services firm located in California is looking for a Summer Analyst. This role involves performing in-depth research on sectors and collaborating with various teams on transaction execution.
Candidates should be pursuing a bachelor's degree with a minimum GPA of 3.5, demonstrating strong analytical skills and a dedication to a career in capital markets.
The program emphasizes training, mentorship, and exposure to various capital markets functions.
#J-18808-Ljbffr
Capital Markets Summer Analyst: ECM, DCM
Bank of America
**
Mill Valley, CA
Posted 7 days ago
A leading financial services firm located in California is looking for a Summer Analyst. This role involves performing in-depth research on sectors and collaborating with various teams on transaction execution.
Candidates should be pursuing a bachelor's degree with a minimum GPA of 3.5, demonstrating strong analytical skills and a dedication to a career in capital markets.
The program emphasizes training, mentorship, and exposure to various capital markets functions.
#J-18808-Ljbffr
Client Experience Banker
Bank of America
**
Bronxville, NY
Posted about 9 hours ago
A leading financial institution in Bronxville is seeking a Client Engagement Associate to educate clients about banking transactions using self-service resources. This role involves building relationships, managing financial center traffic, and ensuring operational excellence. Ideal candidates have a strong work ethic, are effective communicators, and possess at least a high school diploma. The position offers competitive hourly pay between $25.00 - $27.88 and benefits eligibility.#J-18808-Ljbffr
Relationship Banker - Houston West Sugarland area
Bank of America
**
Missouri City, TX
Posted about 9 hours ago
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!
• *This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• *BILINGUAL - SPANISH / MANDARIN HIGHLY DESIRED**
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Wealth Management Summer Analyst Program - Merrill Advisor Development 2027
Bank Of America
**
Baltimore, MD
Posted about 9 hours ago
Wealth Management Summer Analyst Program - Merrill Advisor Development 2027
Please note the maximum number of applications that you can submit per recruitment season is 8.
You are only allowed to submit:
- 3 applications in total to U.S. and Canada programs
- 2 applications in total to APAC programs
- 2 applications in total to LATAM programs
- EMEA applicants are limited to 1 application per recruitment season. Once your application has been submitted, you will be unable to apply to any additional EMEA programs.
Program ID
14024
Region
U.S. and Canada
Location
United States of America
States
Alabama, California, Colorado, Illinois, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
City
Baltimore, MD, Birmingham, AL, Boulder, CO, Columbia, SC, Garden City, NY, Grand Rapids, MI, Greensboro, NC, Greenwood Village, CO, Las Vegas, NV, Los Angeles, CA, Louisville, KY, Memphis, TN, Milwaukee, WI, Minneapolis, MN, New York, NY, Newport Beach, CA, Northbrook, IL, Oklahoma City, OK, Peoria, IL, Philadelphia, PA, Pittsburgh, PA, Princeton, NJ, Providence, RI, Red Bank, NJ, Rochester, NY, San Antonio, TX, San Francisco, CA, San Jose, CA, Spokane, WA, Vienna, VA
Program
Merrill Lynch Program
Program type
Summer internship
Entry level
Analyst
Program description
Job Description & Program Overview
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Client Service including client onboarding, account servicing, digital engagement
Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise
Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions
Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor
We'll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Displays confidence working as a self-starter in a sales role
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment
Superior relationship and interpersonal skills
The candidate should respond well to evolving job duties and expectations
Sets and accomplishes goals, achieving whatever you put your mind to
Communicates clearly and confidently
Works well with others and collaborates productively
Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients
Client service oriented- professional, courteous
Preferred Qualifications:
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Application Deadline
March 30 2026
for the states of California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Rhode Island, Vermont, Washington, and for Cleveland, Ohio and Washington, DC.
Client Experience Banker
Bank of America
**
Bronxville, NY
Posted 7 days ago
A leading financial institution in Bronxville is seeking a Client Engagement Associate to educate clients about banking transactions using self-service resources. This role involves building relationships, managing financial center traffic, and ensuring operational excellence. Ideal candidates have a strong work ethic, are effective communicators, and possess at least a high school diploma. The position offers competitive hourly pay between $25.00 - $27.88 and benefits eligibility.#J-18808-Ljbffr
Wealth Management Summer Analyst Program - Merrill Advisor Development 2027
Bank Of America
**
Baltimore, MD
Posted 7 days ago
Wealth Management Summer Analyst Program - Merrill Advisor Development 2027
Please note the maximum number of applications that you can submit per recruitment season is 8.
You are only allowed to submit:
- 3 applications in total to U.S. and Canada programs
- 2 applications in total to APAC programs
- 2 applications in total to LATAM programs
- EMEA applicants are limited to 1 application per recruitment season. Once your application has been submitted, you will be unable to apply to any additional EMEA programs.
Program ID
14024
Region
U.S. and Canada
Location
United States of America
States
Alabama, California, Colorado, Illinois, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin
City
Baltimore, MD, Birmingham, AL, Boulder, CO, Columbia, SC, Garden City, NY, Grand Rapids, MI, Greensboro, NC, Greenwood Village, CO, Las Vegas, NV, Los Angeles, CA, Louisville, KY, Memphis, TN, Milwaukee, WI, Minneapolis, MN, New York, NY, Newport Beach, CA, Northbrook, IL, Oklahoma City, OK, Peoria, IL, Philadelphia, PA, Pittsburgh, PA, Princeton, NJ, Providence, RI, Red Bank, NJ, Rochester, NY, San Antonio, TX, San Francisco, CA, San Jose, CA, Spokane, WA, Vienna, VA
Program
Merrill Lynch Program
Program type
Summer internship
Entry level
Analyst
Program description
Job Description & Program Overview
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Client Service including client onboarding, account servicing, digital engagement
Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise
Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions
Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor
We'll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Displays confidence working as a self-starter in a sales role
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment
Superior relationship and interpersonal skills
The candidate should respond well to evolving job duties and expectations
Sets and accomplishes goals, achieving whatever you put your mind to
Communicates clearly and confidently
Works well with others and collaborates productively
Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients
Client service oriented- professional, courteous
Preferred Qualifications:
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Application Deadline
March 30 2026
for the states of California, Colorado, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, Rhode Island, Vermont, Washington, and for Cleveland, Ohio and Washington, DC.
Relationship Banker - Houston West Sugarland area
Bank of America
**
Missouri City, TX
Posted 7 days ago
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!
• *This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• *BILINGUAL - SPANISH / MANDARIN HIGHLY DESIRED**
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Solutions Advisor Registration Candidate-Constant Friendship Financial Center
Bank of America
**
Abingdon, MD
Posted 7 days ago
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 solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
Required Qualifications:
• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing 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
Desired Qualifications:
• Currently holds FINRA Securities Industry Essentials (SIE)
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills:
• Client Experience Branding
• Client Solutions Advisory
• Investment Management
• Pipeline Management
• Referral Management
• Client Management
• Customer and Client Focus
• Portfolio Management
• Prospecting
• Referral Identification
• Business Acumen
• Executive Presence
• Oral Communications
• Risk Management
• Trading
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 - Abingdon - 3488 Emmorton Rd - CONSTANT FRIENDSHIP OFFICE (MD4582)
Pay and benefits information
Pay range
$28.85 - $33.65 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.
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