Bank of America
Financial Solutions Advisor - Eastern Maryland Area
$70K–$80K
Annapolis +3 · Full-time · Posted Oct 27, 2026
- Location
- Annapolis
Salisbury
Easton
Prince Frederick - Experience
- At least one year in the investments industry and at least one year in financial services and/or goal-based sales; three years in financial services and/or goal-based sales is desired.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides personalized financial advice and plans, recommends banking and investment solutions, and connects clients with appropriate internal partners to support their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies tailored to clients’ goals.
- Triage client requests, make referrals, and develop new client relationships.
- Manage risk and coach referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); a missing Series 66 or qualifying Series 63/65 license must be passed within 60 days if an offer is extended.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-based sales experience.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional designations such as CFP or CRPC, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative