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Financial Solutions Advisor (SAFE Act Registered Candidate
Job in
Savannah, Chatham County, Georgia, 31441, USA
Listed on 2026-08-03
Listing for:
Bank of America
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is hiring a financial advisor-style role to provide comprehensive advice and customized solutions to clients. This position focuses on triaging client leads, referrals to partners, and meeting with clients to review financial goals while pursuing required licenses and SAFE Act registration.
The role involves building financial plans with brokerage products, recommending strategies, and identifying new clients through referrals within a fast-paced environment.
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