Financial Solutions Advisor: Investments & Planning
Listed on 2026-10-15
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals, and building financial plans using brokerage products.
Candidates must hold relevant licenses, have 1+ year in investments or financial services, and be comfortable in a fast-paced environment. Some locations may require specific training and SAFE Act compliance.
We are seeking a motivated Financial Solutions Advisor:
Investments & Planning to join Bank of America in Durham, NC, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 70..
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:
Investments & Planning role in the description above.
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