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Financial Solutions Advisor I: Grow Your Client Impact
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a licensed Financial Advisor to guide clients in achieving financial goals through tailored planning and brokerage recommendations. The role includes meeting clients, building financial plans, and coordinating with internal partners to deliver comprehensive solutions.
Candidates should hold the requisite securities licenses (7/66 or 63/65) and demonstrate strong relationship-building, regulatory diligence, and the ability to manage multiple client needs in a fast-paced
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