Financial Solutions Advisor — Mortgage & Investments Guidance
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America in Mount Pleasant, SC is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. The role involves triaging leads, referrals to business partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend products.
Expect opportunities to obtain required licenses, build relationships, and grow a practice within an in-office culture with flexible
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