Financial Solutions Advisor & Client Planner
Job in
Pooler, Chatham County, Georgia, 31322, USA
Listed on 2026-08-07
Listing for:
Bank of America
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to help them reach financial goals. You will plan with clients, review goals, triage leads, and refer to partners based on needs and asset thresholds, while pursuing required licenses and training, including SAFE Act considerations for mortgage origination.
Responsibilities include building financial plans with brokerage products, recommending investment strategies, cross-selling
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