Client-Focused Investment & Financial Planner
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
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
This opening is for the Client-Focused Investment & Financial Planner role at Bank of America.
Consider building your career as a Client-Focused Investment & Financial Planner at Bank of America.
The Client-Focused Investment & Financial Planner position in the Finance, Sales field is open for applications.
We have an opening for a Client-Focused Investment & Financial Planner in Kannapolis, NC, United States within Finance, Sales.
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