Client-Focused Financial Advisor — SAFE Act Registered
Job in
Dumfries, Prince William County, Virginia, 22026, USA
Listed on 2026-01-15
Listing for:
Bank of America
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant, Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Dumfries, Virginia, is seeking a financial advisor responsible for providing customized solutions to clients to achieve their financial goals. The role includes responsibilities such as triaging client leads, making referrals to business partners, and recommending financial products. Required qualifications include an aptitude for obtaining necessary licenses, experience in client relationship management, and a high school diploma.
This position requires SAFE Act registration and offers opportunities for significant client engagement in an office environment.
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