Client-Focused Investment & Financial Planner
Job in
Kannapolis, Cabarrus County, North Carolina, 28081, USA
Listed on 2026-08-12
Listing for:
Bank of America
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Kannapolis, NC seeks a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build plans and recommend brokerage products.
Licensing (Series 7/66) and trainings are required; SAFE Act registration applies for mortgage duties. Candidates should have at least one year in investments or financial services, strong
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×