Client-Focused Financial Solutions Advisor
Job in
Bel Air, Harford County, Maryland, 21014, USA
Listed on 2026-08-23
Listing for:
Bank of America
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, build financial plans, and recommend brokerage products.
Requirements include Series 7 and 66 licenses, at least one year in investments and financial services, and strong relationship-building and communication skills.
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