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Strategic Financial Solutions Advisor
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Charlotte is hiring a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals and navigate licensing requirements.
The role includes triaging leads, referring to partners, reviewing goals with clients and recommending banking and investment products, with ongoing training and compliance for SAFE Act registration.
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