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Investment & Financial Planning Advisor
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-09
Listing for:
Bank of America
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America is seeking a financial advisor in Charlotte, NC to provide advice and tailored solutions for clients to help achieve their financial goals. Responsibilities include triaging client leads, reviewing financial goals, and managing client relationships effectively.
The ideal candidate holds necessary licenses like Series 7 and 66, has a strong background in finance, and excels in client engagement. A commitment to professional development through ongoing training is essential.
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