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Client-Centered Financial Solutions Advisor
Job in
Manassas, Prince William County, Virginia, 22110, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a client-focused advisor in Manassas, VA to help clients plan financial goals using brokerage and banking solutions. You will review goals with clients, recommend investments, and coordinate referrals to internal partners to meet asset thresholds.
The role requires building relationships, meeting licensing requirements, and maintaining compliance with SAFE Act guidelines as applicable. Strong time management and communication skills are essential.
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