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Wealth Planning & Advisory Specialist

Job in Boone, Watauga County, North Carolina, 28607, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial services provider located in Boone, North Carolina is seeking a financial advisor to assist clients in achieving their financial goals. Responsibilities include planning financial strategies, recommending brokerage products, and building relationships with clients. Ideal candidates should hold relevant licenses, have at least one year of experience in the investments industry, and possess strong communication skills. This role may require compliance with SAFE Act registration and background checks.
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