Strategic Financial Solutions Advisor
Job in
Salisbury, Wicomico County, Maryland, 21801, USA
Listed on 2026-07-14
Listing for:
Bank of America
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Services Professional to provide comprehensive financial advice and customized solutions. The role involves triaging client leads, meeting with clients, reviewing goals, and recommending products.
It may include residential mortgage activity and requires registration and background checks. Responsibilities include building financial plans with brokerage products, referring to internal partners, and identifying new clients through referrals or the branch
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