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Wealth Planning & Investment Advisor

Job in Potomac, Montgomery County, Maryland, 20854, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services company is seeking a Financial Advisor in Potomac, Maryland to provide clients with tailored financial advice and investment solutions. Responsibilities include building financial plans, recommending banking strategies, and connecting with potential clients. Candidates must hold specific licenses and have experience in the investment and financial services industries. The position offers a competitive salary range and is part of a supportive, client-focused team.
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