Inherited Asset Financial Planner & Advisor
$65k - $85kBank of America ATM
Bank of America is seeking a Financial Solutions Advisor (FSA) in Cockeysville, Maryland. The FSA will support the Life Services team by guiding beneficiaries through important financial decisions regarding inherited assets. Responsibilities include managing client experiences, providing financial advice, and building customized financial plans. Candidates should have Series 7 and 66 or equivalent, with 1-2+ years in financial advising. The pay range is $65,000 to $85,000 based on experience and qualifications, along with comprehensive benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Inherited Asset Financial Planner & Advisor in Cockeysville, MD vacancy
$65k - $85k
A Financial Solutions Advisor (FSA) at Bank of America supports the Life Services team by guiding beneficiaries through informed financial decisions regarding inherited assets. The FSA engages clients via a phone-based platform, providing education, solutions, and building...AssetWork experience placementShift workDay shift$65k - $85k
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...beneficiaries through making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial...AssetTemporary workWork experience placementWork at officeShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...focuses on: Planning Experience · Asset & Income Protection · Education Funding... ...63, and more Certified Financial Planner® licensing support2 Fully company-funded...AssetFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Cockeysville, MD1 day ago- ...Financial Solutions Advisor - Greater Baltimore, MD Market Baltimore, Maryland;Lutherville, Maryland... ...business partners based on client needs and asset thresholds, meeting with clients to... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...AssetTemporary workWork at officeShift workDay shift
Bank of America
Lutherville Timonium, MD4 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...that focuses on: Planning Experience • Asset & Income Protection • Education Funding... ...Series 63, and more Certified Financial Planner licensing support Fully company‑funded...AssetWork at officeUnavailable
Cockeysville, MD5 days ago$70k - $80k
...clients to plan their short and long-term financial goals by building a financial plan with... ...service providers based on client needs and asset thresholds Mitigates and controls risk... ...designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...AssetTemporary workShift workDay shift$98.5k - $146k
...an evolving world. As a premier global asset management organization with more than 8... ...multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...greater depth and breadth around the financial advice we provide our clients with. This...AssetWork experience placementLocal areaRemote work1 day per week$107k - $194k
...an evolving world. As a premier global asset management organization with more than 8... ...multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...capabilities across investment advice, financial planning, and retirement guidance. As a...AssetLocal areaRemote work1 day per week$24 - $25.96 per hour
Job Summary Financial Services Representative I - entry‑level role in the Life Services team at Merrill Contact Center. Focus on phone‑based... ..., and facilitating the transition of deceased account assets. Key Responsibilities Deliver point‑of‑call servicing and resolution...AssetHourly payShift workDay shift$40k - $60k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member... ...options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate...Asset- ...will use your knowledge of investments, financial planning, credit and banking to both advise... ...business results and acquire new assets, both from existing client base and new... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...AssetTemporary workWork experience placementLocal area
- ...Wealth Advisor Position HB Wealth ("HB") is a national, independent, fee-only wealth management... ...institutions. With over $29 billion in assets under management as of October 31, 2025,... ...Standard, Elevatedbringing unwavering financial peace of mind to the clients we are...AssetWork at officeRemote work
HB Wealth
Towson, MD1 day ago $50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...Earn salary, commissions, new asset compensation No ceiling to... ...CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...AssetWork at officeWork from homeHome officeFlexible hoursEdward Jones
Towson, MD5 days ago$80k - $117k
...responsible for driving business growth and fostering client relationships. This role will manage 800-1000 clients with significant asset balances, focusing on client needs and generating referrals. The ideal candidate will hold a Bachelor’s degree, possess relevant experience...Asset- ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeShift workWeekend workDay shift
Bank of America
Cockeysville, MD2 days ago $20.43 - $32.31 per hour
...hours per week) based out of our Timonium, NJ (Fairgrounds Plaza) financial center at 67 West Aylesbury Road . Must be available to be... ...conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer...Hourly payFull timeWork experience placementLocal areaWork visaFlexible hoursFulton Bank
Lutherville Timonium, MD4 days ago$80k - $117k
...evolving world. As a premier global asset management organization with... ...capabilities to individuals, advisors, institutions, and retirement... ...career with a top global financial firm with 80+ years of... ...hire) ~ Certified Financial Planner designation (CFP) FINRA Requirements...AssetWork experience placementLocal areaRemote work1 day per week$82k - $117k
...an evolving world. As a premier global asset management organization with more than 8... ...multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors... ...and lasting impact. As demand for financial advice continues to accelerate, we are deliberately...AssetWork experience placementLocal areaRemote work1 day per week$60k - $65k
...for a common goal with your peers The Financial Advisor is an entry-level position that will work... ...Advisors, learn how to assess clients’ assets, liabilities, cash flow, insurance... ...towards obtaining their CERTIFIED FINANCIAL PLANNER™ designation. The first 90 days of...AssetTemporary workWork at officeWork from homeFlexible hours- Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work with advisors to deliver comprehensive financial plans. Comprehensive financial plans include income, tax, estate and retirement...
- WizeHire, Inc is seeking a detail-oriented Financial Planner focused on providing comprehensive financial planning solutions. This salaried role emphasizes support for advisors and enhancing client outcomes through high-quality plan development. The position offers a collaborative...
- We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development. What...
- Veritas Partners is looking for a Financial Planner to join their wealth management team in Cockeysville, MD. The role involves working closely with wealth advisors to create comprehensive financial plans for high net worth individuals. The ideal candidate will have a...
$50k - $75k
...is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will... ...tools and industry resources. Offer solutions in insurance, asset accumulation, and retirement planning. Engage in structured...AssetFlexible hours$82k - $117k
...Individual Investor Holistic Advisor T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can... ...make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are...AssetWork experience placementRemote work1 day per week- ...Financial Advisor (Greater Baltimore Market) M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Catonsville... ...and recommend tailored strategies to grow and protect assets Manage the full client lifecyclefrom discovery to long-term...AssetWork experience placement
$80k - $117k
...Financial Consultant In Personal Investors At T. Rowe Price, we identify and actively... ...an evolving world. As a premier global asset management organization with more than 8... ...multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors...AssetTemporary workWork experience placementLocal areaImmediate startRemote work1 day per week$90k - $100k
...Wealth Management Advisor The Wealth Management Advisor's dual purposes are the conservation... ...balanced and at-risk client accounts. Asset Conservation is paramount to our growth.... ...your success: Salesforce CRM, eMoney, Financial Planning software Retirement Pathfinder,...AssetHourly payFull timeWork experience placementWork at officeLocal areaImmediate startWork from home- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$60k - $90k
...Responsive Recruiter Are you an experienced financial services and insurance professional who thrives on building strong customer relationships... ...coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial...AssetFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Inherited Asset Financial Planner & Advisor. Be the first to apply!
Related searches
- financial planner Cockeysville, MD
- financial planning associate Cockeysville, MD
- financial advisor associate Cockeysville, MD
- jde finance consultant Cockeysville, MD
- financial advisor development program Cockeysville, MD
- finance associate Cockeysville, MD
- estate planning consultant Cockeysville, MD
- financial planning assistant Cockeysville, MD
- financial counselor Cockeysville, MD
- financial advisor Cockeysville, MD