Financial Solutions Advisor — Raleigh/Durham: Client Planning
Job in
Clayton, Johnston County, North Carolina, 27520, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks an experienced, licensed advisor to help clients achieve their financial goals by building comprehensive financial plans and recommending brokerage products including stocks, bonds, mutual funds, annuities, and related banking solutions.
The role involves triaging client leads, making referrals to business partners, meeting with clients to review goals, and expanding licenses.
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