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Client-First Financial Solutions Advisor

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 75000 - 120000 USD Yearly USD 75000.00 120000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking an investment professional to provide comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review client goals, and build financial plans with brokerage products while pursuing required licenses.

The role requires strong relationship-building, excellent communication, and the ability to work a Monday–Friday schedule with rotating Saturdays in an in-office environment.

Join us at Bank of America as our next Client-First Financial Solutions Advisor in Raleigh, NC, United States.

The Client-First Financial Solutions Advisor role at Bank of America is now open for applications in Raleigh, NC, United States.

We are currently recruiting a Client-First Financial Solutions Advisor for our team in Raleigh, NC, United States.

This is a great opportunity to take on the Client-First Financial Solutions Advisor role at Bank of America.

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