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Strategic Financial Solutions Advisor
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a financial advisor to help clients achieve their financial goals by providing comprehensive advice and customized solutions. You will triage client leads, refer to business partners, and meet with clients to review goals and recommend products.
You will expand knowledge through required licenses and trainings, and may be involved in residential mortgage loan origination under SAFE Act rules. This role emphasizes client relationships, collaboration, and compliance.
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