Financial Solutions Advisor - Client Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Apex, NC seeks a Financial Services Advisor to provide tailored financial guidance and solutions. You will work with clients to review goals, recommend investments, and connect them with the right internal partners to meet asset thresholds.
Required licenses (Series 7 and 66 or 63/65) and at least one year in financial services or sales are essential. Expect a 40-hour week, Monday–Friday with rotating Saturdays, in-office with flexible role-specific arrangements.
For the Financial Solutions Advisor I - Client Planning position at Bank of America, we are reviewing applications now.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Apex, NC, United States.
This opportunity is part of our work in Finance, Sales.
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