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Financial Consultant Financial Services Financial Sales Banking & Finance

Private Bank Financial Solutions Advisor

Job in Washington, District of Columbia, 20022, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Washington, DC, is seeking a Financial Advisor to provide comprehensive financial advice to clients and help them achieve their financial goals. The role requires working closely with clients to build financial plans, making referrals, and ensuring compliance with regulatory requirements. Candidates should have relevant experience and hold Series 7 & 66 licenses or equivalent. Strong communication skills and a client-focused approach are essential for success in this position.
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