- Bank of America (Hunt Valley, MD)
- National Financial Solutions Advisor I (Hunt Valley, MD) ( Series 7 Required) Hunt Valley, Maryland **Job Description:** At Bank of America, we're creating real, ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...first to meet their evolving needs. **Required skills** + Series 7 , and 66 or equivalent (if… more
- Truist (Baltimore, MD)
- …products for the mass affluent market. 4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7 , 66 (63 and 65 in lieu of 66) and applicable ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation… more