Financial Solutions Advisor – Western MD Market

Bank of America

Financial Solutions Advisor providing customized financial advice and solutions to clients. Collaborating with business partners to meet investment and financial service needs.

Posted 6/26/2026full-timeGaithersburg • Maryland • 🇺🇸 United StatesJunior💰 $70,000 - $80,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client advicecustomized solutionstriaging leadsreferralsfinancial planninginvestment goalsmultitasking

Certifications & Qualifications

Series 7Series 66Series 63Series 65Certified Financial Planner (CFP)Chartered Retirement Planning Counselor (CRPC)

Industry Keywords

investments industryfinancial service industrysales environment

About the role

Key responsibilities & impact

Providing comprehensive advice and customized solutions to clients
Triaging client leads and making referrals to business partners
Meeting with clients to review financial and investment goals
Building financial plans and recommending brokerage products

Requirements

What you’ll need

Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
Minimum of one year of experience in the investments industry
Minimum of one year of experience working in the financial service industry and/or a sales environment
Strong computer skills with an ability to multitask in a demanding environment
Minimum of three years of experience working in the financial service industry and/or a sales environment (desired)
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) (desired)

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off
Remote work options