Wealth Planner: Financial Solutions Advisor; Raleigh/Durham
Job in
Garner, Wake County, North Carolina, 27529, USA
Listed on 2026-02-28
Listing for:
Bank of America
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Sales, Financial Consultant, Financial Services
Job Description & How to Apply Below
A major financial institution is seeking a Financial Advisor in Garner, NC, responsible for providing advice and customized solutions to clients. Key responsibilities include triaging client leads, reviewing financial and investment goals, and building financial plans. Candidates must hold the necessary licenses and have a proven track record in the financial services industry. A collaborative spirit and strong relationship skills are essential for success in this fast-paced role.
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