Financial Solutions Advisor: Client Planning & Investments
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-12
Listing for:
Bank of America
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Concord, NC seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products.
You will pursue required licenses and trainings, including SAFE Act considerations for mortgage-related work.
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