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

Client-Focused Financial Planner & Investment Advisor

Bank of America ATM

Bank of America in Columbia, MD is seeking a dedicated financial advisor to provide comprehensive solutions to clients. The role involves engaging with clients to meet their financial goals, recommending investment strategies, and ensuring regulatory compliance. Applicants should possess strong communication skills and a results-driven mindset. This position requires working in the office and offers a competitive hourly wage. Suitable candidates will also benefit from industry-leading benefits and support for career growth. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Planner & Investment Advisor in Columbia, MD vacancy
  •  ...Bank of America is hiring for a client engagement position in Columbia, Maryland. This role focuses on assisting clients with self-service banking options and processing...  ...communication skills and experience in financial services. The position requires a minimum of a high... 
    Suggested
    Hourly pay

    Bank of America

    Columbia, MD
    4 days ago
  •  ...common purpose to help make financial lives better through the power...  ...Growth and delivering for our clients, teammates, communities, and...  ...small business, lending, and investments Manages financial center traffic...  ...work ethic and intense focus on results, acting in the best... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Columbia, MD
    2 days ago
  • $45.38k - $75.63k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC...  ...accurate manner. Company Values Customer Focused – Knowledgeable of the values and practices... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Elkridge, MD
    4 days ago
  • $45.38k - $75.63k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC...  ...expect our employees to be:* **Customer Focused** - Knowledgeable of the values and practices... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Ellicott City, MD
    5 days ago
  • $45.38k - $75.63k

     ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners...  ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC...  ...we expect our employees to be: Customer Focused – Knowledgeable of the values and practices... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    PNC

    Ellicott City, MD
    2 days ago
  • $21.35 - $32.02 per hour

     ...Banker, you embrace SECU's brand and deliver financial education to our members and communities...  .... We are member centered and employee focused, know relationships generate outcomes,...  ...candidates could be hired as a Member Advisor I or Member Advisor II Member Advisor... 
    Hourly pay

    SECU Credit Union

    Columbia, MD
    1 day ago
  • $57.75k - $96.25k

     ...branch. Delivers a differentiated client experience from acquisition...  ...management, payments, and investing. Solves clients’ problems courteously...  ...on options for managing financial transactions by leveraging...  ...employees to be: Customer Focused - Knowledgeable of the values... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Ellicott City, MD
    6 days ago
  • $105.05k - $149.7k

     ...new and existing customers by analyzing financial statements, credit reports, and other relevant...  ...credit limits up to $20 million for clients requesting leasing and services, such as...  .... Guide and support credit analysts, focusing on process improvement, training, and... 
    Full time
    Contract work
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    Holman Automotive Group

    Laurel, MD
    5 days ago
  • $17.15 - $27.36 per hour

     ...Glance Join our team as a Military Student Finance Analyst where you will play a critical role in supporting student financial success, with a focus on military-affiliated students and VA education benefits. In this position, you will act as a key liaison between... 
    Full time
    Work at office

    Covista

    Columbia, MD
    2 days ago
  • $50k

     ...benefits Retirement Financial Paraplanner Summary:...  ...(Financial Planner Assistant) to join our...  ...critical part in helping our clients achieve their financial...  ...involves gathering essential investment information, obtaining...  ...needs, with a strong focus on delivering... 
    Full time
    Temporary work
    Work at office
    Flexible hours
    Afternoon shift
    Weekday work

    Sentinel Asset Management LLC

    Fulton, MD
    more than 2 months ago
  •  ...Northwestern Mutual is seeking Financial Sales Professionals in Mount Laurel Township, NJ, to guide clients through personalized financial planning. This role involves acquiring clientele, providing expert recommendations, and developing financial strategies. Candidates... 

    Northwestern Mutual

    Laurel, MD
    3 days ago
  • $45.38k - $75.63k

     ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...setting, and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction... 
    Temporary work
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Laurel, MD
    2 days ago
  •  ...leadership in the Call Center Industry, all focused on your success. NAF LO's have all...  ...mortgage coupon. ~ All your funded clients are yours to keep, you get the refinances...  ...their expectations. Analyze customers' financial situations and provide the appropriate... 
    Full time
    Work at office

    New American Funding

    Columbia, MD
    1 day ago
  •  ...over 1500 professionals, and work in teams and directly with our clients doing work that is shaping the world around us. You will be...  ...You’ll Bring 5+ years construction cost estimating experience focused on Life Science/Pharmaceutical estimating from conceptual stage... 
    For contractors
    For subcontractor
    Work at office

    B W Design Group Inc

    Columbia, MD
    15 hours ago
  • $23 per hour

     ...Job Description Job Title: Entry Level Financial Analyst Job Description The Securities...  ...Administration Services group and focuses on processing complex transactions and reconciliations...  ...talent solutions to thousands of clients across the globe. Specialized in... 
    Contract work
    Temporary work
    Internship
    Remote work
    Flexible hours

    Aston Carter

    Columbia, MD
    15 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual...  ...where you can help your clients achieve their goals...  ...representative focused on client‑building and...  ...Education Funding • Investment & Advisory Services •...  ...Certified Financial Planner licensing support Fully... 
    Work at office

    Unavailable

    Ellicott City, MD
    5 days ago
  •  ...Thrivent in Columbia, Maryland, is seeking a Financial Advisor to make a significant impact by providing expert financial advice with heart. This role is centered on guiding clients, establishing meaningful relationships, and offering personalized financial solutions.... 

    Thrivent Financial

    Columbia, MD
    4 days ago
  •  ...Edward Jones is a Fortune 500 financial services firm. We recruit Full‑time Financial Advisors who build and manage client relationships, develop a...  ...the load so you can focus on clients. A support network...  ...program? Deliver personalized investment and financial solutions to... 
    Full time
    Traineeship
    Work at office
    Local area
    Home office
    Flexible hours

    Edward Jones

    Ellicott City, MD
    3 days ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors...  ...financial principles and a client-first philosophy. We inspire...  ...military families, you will focus on financial plans that are...  ...includes: Savings/banking Investments/wealth management Training and... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Odenton, MD
    5 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual...  ...where you can help your clients achieve their goals...  ...representative focused on client‑building and...  ...Education Funding · Investment & Advisory Services ·...  ...Certified Financial Planner® licensing support2 Fully... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Ellicott City, MD
    5 days ago
  •  ...Incentive Bonus Prepare and update financial plans using client information and financial...  ...software. Work with senior advisors to review planning assumptions and investment strategies. Assist clients in...  ...Certifications CFP (Certified Financial Planner) preferred, or willingness to... 
    Local area

    MOHR Talent

    Columbia, MD
    4 days ago
  • $150k - $200k

     ...Wealth – a fun, fast-growing, investment firm with an award-winning...  ...specialize in providing sophisticated financial planning and investment...  ...an experienced Senior Wealth Advisor to join our dynamic team in...  ...strategy, investment management, client service, and compliance... 
    H1b
    Work at office
    Day shift

    Composition Wealth, LLC.

    Columbia, MD
    14 hours ago
  •  ...building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer...  ...including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Beltsville, MD
    5 days ago
  •  ...candidates who demonstrate a passion for client service. People who understand that...  ...overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering...  ...Accounts, Treasury management, and Investment Products. Optimize/recommend appropriate... 
    Work at office

    Pinnacle Bank

    Columbia, MD
    3 days ago
  • $75k - $85k

     ...General Information Name Financial Analyst II Ref # 14708 Posting Date Monday, June 1, 2026 Country United States...  ...waste management, and transportation. Our success is driven by a focus on safety, human performance, transparent pricing, and integrity... 
    Permanent employment
    Full time
    Temporary work
    Work experience placement
    For subcontractor
    Work at office
    Remote work

    Trans Nuclear Americas (TNA)

    Columbia, MD
    2 days ago
  •  ...Senior Financial Analyst Industry leading manufacturer is looking for a Financial Analyst that will produce the monthly operating expense...  ..., forecasting and budgeting, advanced Excel and PowerBI. My client is offering a competitive base salary, bonus, full benefit... 

    Cornerstone Recruiting

    Columbia, MD
    2 days ago
  • $92.5k - $140k

     ...Senior Financial Analyst The Senior Financial Analyst will be part of Preferred Mutual's (PMIC's) Finance...  ...our employees. We are process and domain experts, focused on the solutions that deliver results for our clients and our company. We offer a great work... 
    Flexible hours

    Preferred Mutual

    Annapolis Junction, MD
    2 days ago
  • $75k - $85k

     ...waste management, and transportation. Our success is driven by a focus on safety, human performance, transparent pricing, and...  ...promised cost savings and superior results. Orano TN is seeking a Financial Analyst II, responsible for billing milestones on fixed price projects... 
    Work experience placement
    For subcontractor

    Orano

    Columbia, MD
    2 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might:...  ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Columbia, MD
    more than 2 months ago
  •  ...Financial Analyst Maryland - Columbia, MD 21046 Overview Level: Experienced Position Type: Full Time Education Level: 4 Year Degree...  ..., Project Management Institute PMP certification, or Contract Manager CPCM certification, or DAWIA Level II in any focus area.... 
    Full time
    Contract work
    Overseas

    Applied Integrated Technologies

    Columbia, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Financial Planner & Investment Advisor. Be the first to apply!