Investment & Financial Planning Advisor
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Bank of America is seeking a financial professional to advise clients and deliver customized solutions to help them reach financial goals. The role includes triaging leads, referrals to partners, reviewing goals, building financial plans, and recommending brokerage products.
Licensing requirements include Series 7 and 66 (or 63/65). The position emphasizes relationship-building, regulatory due diligence, and proactive client service.
Our team is growing, and we are hiring a Investment & Financial Planning Advisor in Knightdale, NC, United States.
We are looking to fill the Investment & Financial Planning Advisor position at Bank of America in Knightdale, NC, United States.
The Investment & Financial Planning Advisor role at Bank of America is now open for applications in Knightdale, NC, United States.
Join us at Bank of America as our next Investment & Financial Planning Advisor in Knightdale, NC, United States.
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