Strategic Financial Solutions Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
the company is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. The role involves triaging leads, referring to internal partners, meeting with clients, and reviewing goals to recommend suitable products.
Responsibilities include building financial plans with brokerage products, advising on banking and investment strategies, and sourcing new clients through referrals or existing centers of influence.
Consider building your career as a Strategic Financial Solutions Advisor at Bank of America.
For the Strategic Financial Solutions Advisor position at Bank of America, we are reviewing applications now.
Step into the Strategic Financial Solutions Advisor role at Bank of America in Raleigh, NC, United States and grow with us.
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