Client Wealth & Investment Advisor
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is looking for a dedicated advisor to help clients achieve their financial goals. This role includes developing customized financial plans, recommending investment strategies, and maintaining client relationships.
Applicants must have a Series 7 and 66 licenses, with at least one year of experience in financial services. As part of a supportive environment, this role offers competitive compensation and opportunities for advancement.
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