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Wealth & Investment Planning Advisor

Job in Gaithersburg, Montgomery County, Maryland, 20883, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Gaithersburg is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, recommending brokerage products, and collaborating with clients to meet their investment goals. Successful candidates will possess Series 7 & 66 licenses and experience in the financial services industry, coupled with excellent communication skills. Competitive compensation and incentives are included, along with a robust benefits package.
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