Financial Solutions Advisor : Build Wealth & Guidance
Listed on 2026-10-08
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer clients to partners, and meet with clients to review goals and recommend products.
The role requires licensure (Series 7/66 or 63/65) and relevant experience in sales and financial services. Expect to expand knowledge through required licenses and trainings, including potential SAFE Act considerations for mortgage-related activities.
This posting is for the Financial Solutions Advisor I:
Build Wealth & Guidance role at Bank of America, based in Cary, NC, United States.
Learn more about the Financial Solutions Advisor I:
Build Wealth & Guidance role in the description above.
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