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Financial Solutions Advisor — Personal Wealth Planner
Job in
Potomac, Montgomery County, Maryland, 20854, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products.
The position emphasizes SAFE Act registration for residential mortgage loans and ongoing licensing training. The candidate will build financial plans using brokerage products and banking solutions, identify new clients, and maintain strong client relationships in a
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