Bank of America
Financial Solutions Advisor -Western MD Area
$70K–$80K
Potomac +2 · Full-time · Posted Sep 1, 2026
- Location
- Potomac
Gaithersburg
Rockville - Experience
- Minimum one year in the investments industry and minimum one year in financial services and/or a sales environment; three years in financial services and/or sales is preferred.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial advice and customized solutions by developing client financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on their needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners on client needs and potential services.
What they ask for
- Currently holds Series 7 and Series 66 licenses (or Series 63 and 65); candidates with only Series 63 or 65 may receive an offer conditional on passing the missing exam within 60 days.
- 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.
- CFP and/or CRPC designation; insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Tools
Stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative