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Client-Focused Financial Solutions Advisor
Job in
Lutherville, Baltimore County, Maryland, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is hiring for a role focused on providing comprehensive financial advice and customized solutions to clients, including building financial plans and recommending brokerage products. The position involves licensing requirements and SAFE Act registration for residential mortgage loan origination, with background checks and ongoing compliance.
Primary duties include triaging client leads, meeting with clients to review goals, and referring to business partners.
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