Financial Solutions Advisor : Client & Planning
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking a Financial Advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, referring to business partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products.
Applicants must hold Series 7 and 66 licenses (or 63/65 in lieu) and have a track record in financial services or sales.
As a Financial Solutions Advisor I:
Client Growth & Planning, you will play an important part at Bank of America in Knightdale, NC, United States.
We invite applications for the Financial Solutions Advisor I:
Client Growth & Planning position located in Knightdale, NC, United States.
The following opportunity is for a Financial Solutions Advisor I:
Client Growth & Planning with Bank of America.
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