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Financial Solutions Advisor — Client Planning & Investments
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-26
Listing for:
Bank of America
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a client-focused advisor to help clients achieve their financial goals through comprehensive planning and tailored investment strategies. You will triage leads, refer to business partners, and review client goals with emphasis on asset thresholds and safeguarding client interests.
The role involves completing required licenses, training, and may include residential mortgage loan originations with SAFE Act compliance.
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