More jobs:
Financial Solutions Advisor, Investments & Planning
Job in
Salisbury, Rowan County, North Carolina, 28147, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized financial solutions. The role includes triaging client leads, coordinating with partners, meeting clients to review goals, and building financial plans incorporating brokerage products.
Qualified candidates hold Series 7 and 66 licenses (or equivalents), have investment experience, and can manage client relationships while meeting regulatory requirements.
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