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Strategic Financial Solutions Advisor
Job in
Towson, Baltimore City, Maryland, 21286, USA
Listed on 2026-09-08
Listing for:
Bank of America
Full Time
position Listed on 2026-09-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Worcester, MA seeks a financial consultant to deliver personalized financial advice, triage client leads, and refer opportunities to partners. The role emphasizes building relationships, reviewing goals, and expanding licensed capabilities, including mortgage considerations under SAFE Act requirements.
Required licenses and a proactive, client-focused mindset help drive responsible growth.
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