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Financial Solutions Advisor (SAFE Act Registered
Job in
Charleston, Charleston County, South Carolina, 29408, USA
Listed on 2026-08-09
Listing for:
Bank of America
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial-oriented professional to help clients achieve their financial goals through comprehensive planning and tailored solutions. You will meet with clients to review goals, offer investment options, and coordinate with internal partners to deliver banking and wealth management services.
Responsibilities include triaging leads, generating referrals, and maintaining strong client relationships in a fast-paced, licensed environment.
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