Financial Solutions Advisor, Investments & Planning
Listed on 2026-11-04
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Portfolio & Asset Management
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.
Join us at Bank of America as our next Financial Solutions Advisor, Investments & Planning in Salisbury, NC, United States.
Consider building your career as a Financial Solutions Advisor, Investments & Planning at Bank of America.
The Financial Solutions Advisor, Investments & Planning position in the Finance, Sales field is open for applications.
We have an opening for a Financial Solutions Advisor, Investments & Planning in Salisbury, NC, United States within Finance, Sales.
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