Strategic Financial Solutions Advisor
Job in
Gaithersburg, Montgomery County, Maryland, 20883, USA
Listed on 2026-09-07
Listing for:
Merrill
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Bank of America seeks a financial services professional to advise clients and tailor brokerage solutions, building comprehensive financial plans and referrals to partners. The role emphasizes regulatory compliance and client-focused service.
Ideal candidates hold Series 7 and 66 licenses (or 63/65 with a 60-day plan to complete), with at least one year in investments or financial services and strong communication skills to nurture client relationships.
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