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Wealth Planner: Financial Solutions Advisor; Raleigh/Durham
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-02-28
Listing for:
Bank of America
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a qualified professional to provide comprehensive advice and solutions to clients in Raleigh, NC. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products. Ideal candidates will hold the necessary licenses, have experience in investments and a strong sales background, and be able to manage client relationships effectively. This full-time role offers competitive compensation and opportunities for growth in a supportive work environment.
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