Wealth Planning & Investment Advisor – DC

Bank of America; Rockville (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution seeks a Financial Solutions Advisor in Rockville, MD. This role is responsible for providing comprehensive financial advice to help clients meet their goals. Candidates should have Series 7 & 66 licenses and at least one year of experience in the investment industry. Strong relationship management and communication skills are essential. Join a company committed to inclusive workplace and community impact.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Effective communication and relationship-building skills.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Plan short and long-term financial goals for clients.
• Mitigate and control risk as part of daily activities.

Skills

Client relationship management

Investment product knowledge

Goal achievement

Effective communication

Time management

Education

High School Diploma / GED / Secondary School

Job description

A leading financial institution seeks a Financial Solutions Advisor in Rockville, MD. This role is responsible for providing comprehensive financial advice to help clients meet their goals. Candidates should have Series 7 & 66 licenses and at least one year of experience in the investment industry. Strong relationship management and communication skills are essential. Join a company committed to inclusive workplace and community impact.