Wealth & Investment Solutions Advisor
Job in
Knightdale, Wake County, North Carolina, 27545, USA
Listed on 2026-07-05
Listing for:
Bank of America
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is looking for a Client Advisor in Knightdale, North Carolina. In this role, you will work closely with clients to build tailored financial plans, recommend brokerage products, and help them achieve their financial goals. Candidates should hold Series 7 & 66 licenses and have at least one year of relevant industry experience.
A strong focus on client relationships and the ability to manage complexity in a fast-paced environment are crucial. The position follows a Monday to Friday schedule with occasional Saturdays.
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