Bank of America
Financial Solutions Advisor- Greater Baltimore Market
$70K–$80K
Bel Air +3 · Full-time · Posted Sep 18, 2026
- Location
- Bel Air
Lutherville
Baltimore
Columbia - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a goal-based sales environment; desired: three or more years in financial services and/or a goal-based sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides personalized financial advice and investment solutions, helping clients develop financial plans and connect with appropriate banking and investment services.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with client goals.
- Triage client requests and refer clients to appropriate internal service providers based on their needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and suitable products.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
- 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 or sales-environment experience where goals were met or exceeded.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative