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Wealth Planner & Investment Advisor

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Potomac is seeking a dedicated financial advisor to provide tailored financial solutions to clients. In this role, you will assess client needs, recommend investment strategies, and build financial plans. Candidates should possess solid experience in the investments and financial service industries along with required licensing. The role offers a competitive salary range of $70,000 to $80,000 and is focused on client relationship building.
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