Senior Financial Solutions Advisor - Raleigh/Durham Market
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-08-22
Listing for:
Habitat For Humanity Of Durham
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, review goals with clients, build plans, and recommend brokerage products.
The role requires completing licenses and trainings, adhering to SAFE Act requirements, and maintaining compliant client relationships in a collaborative, in-office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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