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Investment & Financial Planning Advisor
Job in
Goose Creek, Berkeley County, South Carolina, 29445, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America in Goose Creek, SC seeks an experienced Financial Advisor to guide clients toward their financial goals by building plans and recommending brokerage products. You will triage leads, refer to partners, and develop client relationships while maintaining regulatory compliance and SAFE Act requirements.
The role requires Series 7 & 66 licenses or equivalents, at least one year in investments, strong communication, and a collaborative mindset.
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