Investment & Financial Planning Advisor
Bank of America ATM
Bank of America in Gaithersburg, MD seeks a client‑focused financial professional to provide comprehensive advice and tailored solutions. You will triage client leads, refer to business partners, meet clients to review goals, build a financial plan, and recommend brokerage products. This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and commitment to regulatory due diligence and SAFE Act requirements for mortgage activity. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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