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Financial Solutions Advisor: Western MD Market
Job in
Gaithersburg, Montgomery County, Maryland, 20883, USA
Listed on 2026-07-18
Listing for:
Bank of America
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor in Gaithersburg, MD to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners based on asset thresholds, and meet with clients to review goals and recommend products.
Licenses and training are required, with potential Mortgage Origination under the SAFE Act. You will build financial plans using brokerage products, mitigate risk, and engage new clients through referrals while maintaining a
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