Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Inherited Asset Financial Planner & Advisor

$65k - $85k

Bank 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 22 hours ago
Similar jobs that could be interesting for youBased on the Inherited Asset Financial Planner & Advisor in Cockeysville, MD vacancy
  • $65k - $85k

     ...guided by a common purpose to help make financial lives better through the power of every connection...  ...making informed financial decisions when inheriting assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based... 
    Asset
    Temporary work
    Work experience placement
    Work at office
    Shift work
    Day shift

    Bank of America

    Cockeysville, MD
    2 days ago
  • $25 per hour

     ...Personal Banker Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries... 
    Asset
    Temporary work
    Local area

    Univest

    Lutherville Timonium, MD
    3 days ago
  • $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... 
    Asset
    Work experience placement
    Shift work
    Day shift

    Bank of America

    Cockeysville, MD
    22 hours ago
  •  ...that of everyone you touch. As a Lenox Advisor, you will work directly with individuals,...  ...them navigate through and secure their financial future. Who we are: Lenox Advisors...  ...management spectrum including insurance, asset management, risk management, estate planning... 
    Asset
    Day shift

    Lenox Advisors

    Hunt Valley, MD
    1 day ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to...  ...financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and... 
    Asset
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo & Company

    Timonium, MD
    2 days ago
  • $50k - $75k

     ...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive...  ...regulations and licensing requirements. • Offer solutions in insurance, asset accumulation, and retirement planning. • Attend hybrid meetings... 
    Asset
    Remote work
    Flexible hours

    Worthington Financial Partners

    Lutherville Timonium, MD
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...  ...~$257 billion retail investment client assets held or managed by Northwestern Mutual... 
    Asset
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cockeysville, MD
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...  ...~$257 billion retail investment client assets held or managed by Northwestern Mutual... 
    Asset
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cockeysville, MD
    22 hours ago
  • $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... 
    Asset
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cockeysville, MD
    4 days ago
  •  ...International Building building in Hunt Valley, MD Advise clients on financial plans utilizing knowledge of tax and investment strategies,...  ...plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and... 
    Asset
    Full time
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Cockeysville, MD
    1 day 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... 
    Asset
    Temporary work
    Shift work
    Day shift

    Bank of America

    Lutherville Timonium, MD
    22 hours ago
  • $50k - $75k

     ...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive...  ...regulations and licensing requirements. Offer solutions in insurance, asset accumulation, and retirement planning. Attend hybrid... 
    Asset
    Remote work
    Flexible hours

    Worthington Financial Partners

    Timonium, MD
    24 days ago
  • $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... 
    Asset
    Work experience placement
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    22 hours ago
  •  ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on...  ...client experience Generate business results and acquire new assets, both from existing client base and new client acquisition... 
    Asset
    Temporary work
    Work experience placement
    Local area

    Chase

    Baltimore, MD
    4 days ago
  • $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... 
    Asset
    Hourly pay
    Shift work
    Day shift

    Bank of America

    Cockeysville, MD
    22 hours ago
  • $22 per hour

    The Financial Services Representative I (FSR I) is responsible for delivering exceptional member service by identifying members' financial...  ...is eligible for an incentive program of $25 per Guaranteed Asset Protection (GAP) policy or Mechanical Breakdown Protection (MBP... 
    Asset
    Hourly pay
    Temporary work
    Relocation package
    Flexible hours

    Freedom Federal Credit Union

    Cockeysville, MD
    3 days ago
  •  ...this could be the right fit for you. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with...  ...investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend... 
    Asset
    Work at office

    Andrew Tiller - State Farm Agent

    Lutherville Timonium, MD
    18 days ago
  • $250k

     ...complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties... 
    Asset
    Work at office
    Home office

    Paramount Residential Mortgage Group

    Lutherville Timonium, MD
    2 days ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to...  ...financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and... 
    Asset
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Owings Mills, MD
    2 days ago
  • $205k - $210k

     ...the Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team. The position is available in multiple WBD locations...  ...representing financial institutions and corporations in asset based commercial leasing and lending transactions, syndicated transactions... 
    Asset
    Summer work
    Work at office

    Womble Bond Dickinson (US) LLP

    Baltimore, MD
    17 hours ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a...  ...profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent... 
    Asset

    Thrivent Financial for Lutherans

    Baltimore, MD
    4 days ago
  • $61k - $119k

     ...Join Northwestern Mutual as a Financial Advisor: Leverage Your Military Experience to Build a Rewarding Civilian Career Are you a military...  ...to develop comprehensive financial strategies, includ ing:Asset & Income Protec tionEducational Fun dingInvestment & Advisory... 
    Asset
    Live in
    Work at office
    Local area
    Relocation

    Northwestern Mutual

    Baltimore, MD
    17 hours ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual-Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT...  ...focuses on: Planning Experience · Asset & Income Protection · Education Funding...  ...Series 63, and more Certified Financial Planner® licensing support2 Fully company-... 
    Asset
    Work at office

    Northwestern Mutual

    Baltimore, MD
    4 days ago
  • $98.5k - $146k

     ...Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings) Apply ( locations Owings Mills, MD Colorado Springs, CO...  ...help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience... 
    Asset
    Full time
    Work experience placement
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    16 hours 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... 
    Asset
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Baltimore, MD
    7 days ago
  • $80k - $117k

     ...Financial Consultant (Workplace Investors) Apply ( locations...  ...evolving world. As a premier global asset management organization with...  ...capabilities to individuals, advisors, institutions, and retirement...  ...hire) ~ Certified Financial Planner designation (CFP®) FINRA... 
    Asset
    Full time
    Work experience placement
    Local area
    Remote work
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    1 day ago
  • $80k - $117k

     ...Financial Consultant (Personal Investors) Apply ( locations Owings Mills, MD Colorado...  ...an evolving world. As a premier global asset management organization with more than 8...  ...-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors... 
    Asset
    Full time
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Remote work
    1 day per week

    T. Rowe Price

    Owings Mills, MD
    3 days 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... 
    Asset
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Baltimore, MD
    3 days ago
  • $77k - $202k

     ...this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...  ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these... 
    Asset
    Full time
    H1b

    PwC

    Baltimore, MD
    2 days ago
  • $90k - $100k

     ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day...  ...to work. Wealth Management Financial Advisor The Wealth Management Advisor's dual purposes...  ...balanced and at-risk client accounts. Asset Conservation is paramount to our growth.... 
    Asset
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Immediate start
    Work from home
    Relocation

    Corebridge Financial

    Baltimore, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Inherited Asset Financial Planner & Advisor. Be the first to apply!