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Strategic Financial Solutions Advisor

Job in Knightdale, Wake County, North Carolina, 27545, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below

Bank of America in North Carolina is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referring to partners, reviewing goals with clients, building financial plans, and recommending brokerage products.

Licensing requirements include Series 7 and 66 (or 63/65 in lieu). A minimum of one year in investments and financial services is expected, with a track record

We would love to welcome a new Strategic Financial Solutions Advisor to our team in Knightdale, NC, United States.

The Strategic Financial Solutions 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 Strategic Financial Solutions Advisor in Knightdale, NC, United States.

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