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Investment & Financial Planning Advisor
Job in
Waldorf, Charles County, Maryland, 20602, 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, Wealth Management
Job Description & How to Apply Below
Bank of America in Maryland is seeking an in-office Financial Advisor to provide comprehensive financial planning and brokerage recommendations to clients. You will triage leads, meet clients, and coordinate referrals with internal partners while building tailored financial plans.
The role requires Series 7 and Series 66 (or 63/65 in lieu), at least one year of experience in investments, and strong communication and goal-setting skills to thrive in a fast-paced environment.
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