Financial Solutions Advisor: Client Planning & Investments
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
Are you ready to take on the Financial Solutions Advisor:
Client Planning & Investments role at Bank of America?
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Solutions Advisor:
Client Planning & Investments role in the description above.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
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