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Financial Consultant Financial Sales

Wealth & Financial Planning Advisor II

Job in High Point, Guilford County, North Carolina, 27264, USA
Listing for: Bank of America
Full Time, Part Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution in North Carolina seeks a financial advisor responsible for providing tailored financial advice to clients. Responsibilities include triaging leads and meeting with clients to achieve their financial goals through brokerage products and recommendations. Required qualifications include holding Series 7 and 66 licenses and at least one year in investments or financial services. Strong communication, relationship-building, and risk management skills are essential for this full-time role with 40 hours weekly.
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