Strategic Financial Solutions Advisor

Bank of America; Annapolis (MD); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America in Annapolis, MD is hiring an Investment Advisor to provide comprehensive advisory services, build financial plans, and propose brokerage and banking solutions. The role requires licenses (Series 7 and 66 or equivalents) and experience in the investments/financial services sector.

It emphasizes relationship building, referrals, and regulatory due diligence. The position offers a defined pay range ($70,000–$80,000) with incentive eligibility and industry-leading benefits.

Qualifications

• Series 7 and 66 licenses required; 63/65 alternative with conditions.
• Experience in investments and financial services sales.
• Strong client-facing and relationship-building skills.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investments strategies aligned with goals.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk in daily activities.
• Identify and engage potential new clients through referrals.
• Provide coaching to referral partners and explain product services.

Skills

Series 7 & 66 licenses

Client relationship

Communication skills

Time management

Education

High School Diploma

Job description

Bank of America in Annapolis, MD is hiring an Investment Advisor to provide comprehensive advisory services, build financial plans, and propose brokerage and banking solutions. The role requires licenses (Series 7 and 66 or equivalents) and experience in the investments/financial services sector.

It emphasizes relationship building, referrals, and regulatory due diligence. The position offers a defined pay range ($70,000–$80,000) with incentive eligibility and industry-leading benefits.