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Client-Focused Financial Solutions Advisor
Job in
Salisbury, Wicomico County, Maryland, 21801, USA
Listed on 2026-09-09
Listing for:
Bank of America
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to internal specialists, and meeting with clients to review goals and recommend products.
Licenses and trainings are required, and SAFE Act registration applies to mortgage-related activities. The position emphasizes building client relationships, planning financial strategies, and supporting a range of retirement, investment, and
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