Financial Solutions Advisor: Plan, Invest & Grow Finances
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advisory services, triage client leads, and build personalized financial plans including brokerage products such as stocks, bonds, and funds. The role supports residential mortgage considerations where applicable and requires licenses and strong client relationship skills.
The candidate should have Series 7 and 66 licenses (or equivalents), at least one year in investments, and a track record in a financial/sales
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