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
$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...AssetTemporary workWork experience placementWork at officeShift workDay shift$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...AssetTemporary workLocal area$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- ...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...AssetDay shift
- ...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...AssetFull timeTemporary workWork experience placementImmediate start
$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...AssetRemote workFlexible hours$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...AssetFull timeFor contractorsInternshipLocal areaFlexible hours$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...AssetFull timeContract workFor contractorsInternshipLocal areaFlexible hours$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 office- ...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...AssetFull timeLocal areaWork visaFlexible hours
$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$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...AssetRemote workFlexible hours$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- ...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...AssetTemporary workWork experience placementLocal area
$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$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...AssetHourly payTemporary workRelocation packageFlexible hours- ...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...AssetWork at office
$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...AssetWork at officeHome office- ...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...AssetFull timeWork experience placementFlexible hours
$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...AssetSummer workWork at office- ...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
$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...AssetLive inWork at officeLocal areaRelocation$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-...AssetWork at office$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...AssetFull timeWork experience placementLocal areaRemote work1 day per week- ...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
$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...AssetFull timeWork experience placementLocal areaRemote work1 day per week$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...AssetFull timeTemporary workWork experience placementLocal areaImmediate startRemote work1 day per week$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 hours$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...AssetFull timeH1b$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....AssetHourly payFull timeWork experience placementWork at officeLocal areaImmediate startWork from homeRelocation
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Inherited Asset Financial Planner & Advisor. Be the first to apply!
- finance associate Cockeysville, MD
- financial advisor Cockeysville, MD
- estate planning consultant Cockeysville, MD
- financial planning assistant Cockeysville, MD
- associate corporate finance Cockeysville, MD
- financial planning administrator Cockeysville, MD
- financial planning associate Cockeysville, MD
- jde finance consultant Cockeysville, MD
- financial planner Cockeysville, MD
- financial counselor Cockeysville, MD


