Financial Solutions Advisor

5 hours ago


Baltimore, Maryland, United States Bank of America Full time
Job Summary:

As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized plans to help them achieve their objectives. This includes providing advice on investment strategies, managing risk, and identifying opportunities for growth. You will also work closely with internal partners to ensure seamless delivery of services to clients.

Key Responsibilities:

Provide comprehensive financial planning and investment advice to clients
Develop and implement personalized financial plans to help clients achieve their goals
Work closely with internal partners to ensure seamless delivery of services to clients
Identify and pursue opportunities for growth and expansion
Manage risk and ensure compliance with regulatory requirements

Requirements:

Currently holds Series 7 & 65 licenses (or equivalent)
At least one year of experience in the investments industry
Strong communication and interpersonal skills
Ability to work in a fast-paced environment and prioritize multiple tasks

Preferred Qualifications:

Strong computer skills and ability to multitask
At least three years of experience in the financial service industry
Additional professional designations such as CFP or CRPC

What We Offer:

Competitive salary and bonus structure
Comprehensive benefits package, including medical, dental, and vision insurance
Paid time off and holidays
Opportunities for professional growth and development

Why Bank of America?

Bank of America is a leader in the financial services industry, with a commitment to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.

  • Baltimore, Maryland, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment recommendations.Key Responsibilities:Provide personalized advice to clients...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for delivering customized solutions to clients and building a successful book of business? We're seeking a talented CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore,...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? We're seeking a motivated and experienced CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for delivering exceptional client experiences and driving business growth? We're seeking a talented CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the...


  • Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Maryland, known for delivering personalized financial strategies to individuals and businesses.We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. Our firm is committed to...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Financial Advisor Job DescriptionThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Customize financial plans for each client based on their unique needs and...


  • Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in the United States, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Business PotentialAre you a seasoned financial professional looking to take your career to the next level? Thompson Financial Group is seeking a skilled CRIA Financial Advisor to join our team in Baltimore, MD.About the RoleWe're looking for a charismatic communicator who can build strong relationships with clients and help them achieve their...


  • Baltimore, Maryland, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Baltimore area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales...


  • Baltimore, Maryland, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Baltimore area. As a Financial Advisor, you will have the opportunity to work with an existing client base, build a strong client network, and create customized solutions without proprietary product sales...

  • Financial Advisor

    4 hours ago


    Baltimore, Maryland, United States Thrivent Full time

    Job OverviewThrivent is seeking a motivated and compassionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic, purpose-based financial advice. You will work closely with clients to understand their financial goals and develop personalized...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OpportunityThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial services professional, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Key ResponsibilitiesConduct thorough financial analyses to identify areas for improvement and develop...


  • Baltimore, Maryland, United States PNC Financial Services Group Full time

    Job OverviewPosition SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Baltimore, MD. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on investment...


  • Baltimore, Maryland, United States Kestra Financial Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...

  • Financial Planner

    3 weeks ago


    Baltimore, Maryland, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a premier wealth and insurance advisory firm dedicated to providing solutions for high-net-worth individuals and their families. Our team of professional fiduciaries is committed to keeping our clients at the center of everything we do, while maintaining a collegial and collaborative environment that fosters growth and...


  • Baltimore, Maryland, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Fiduciary Advisor Senior to join our team. As a Senior Fiduciary Advisor, you will be responsible for providing exceptional fiduciary services to our clients, ensuring their financial well-being and peace of mind.Key Responsibilities:Engage in fiduciary decision-making by...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OpportunityThompson Financial Group is seeking a highly skilled and detail-oriented Wealth Manager to join our financial planning team. As a Wealth Manager, you will play a critical role in supporting our clients with strong customer care and attention to detail.The ideal candidate will have a strong command of technology and Microsoft Office products,...


  • Baltimore, Maryland, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team in Baltimore, MD.Key Responsibilities:Develop and implement investment strategies for clients, taking into account their unique financial goals and risk tolerance.Provide expert advice on investment products and services, including planned...


  • Baltimore, Maryland, United States Farther LLC Full time

    Senior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools to support you.You will...