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Financial Solutions Advisor II - Client Planning

Job in Columbia, Lexington County, South Carolina, 29228, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Location: Columbia

A leading financial institution in South Carolina is seeking a Financial Advisor to help clients achieve their financial goals through customized solutions and financial planning. Responsibilities include triaging client leads, recommending appropriate banking and investment strategies, and managing client relationships. The ideal candidate has strong communication skills and a High School Diploma. This role requires SAFE Act registration and offers a 40-hour work week.
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