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Investment Solutions Advisor – Build Customized Financial Plans
Job in
Cornelius, Mecklenburg County, North Carolina, 28031, 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
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role includes triaging leads, referrals to partners, reviewing goals, building plans, and recommending brokerage products.
Licenses (Series 7/66) and continued licensing trainings are required, with potential involvement in residential mortgage activities and SAFE Act compliance.
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