Financial Solutions Advisor: Investments & Planning
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Bank of America in Spartanburg, SC seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals, triaging leads, referring to partners, and building a financial plan with brokerage products.
The role requires Series 7 and 66 (or 63/65 in lieu), at least one year in investments and financial services or sales, strong relationship skills, and the ability to grow the client base while managing risk.
This opening is for the Financial Solutions Advisor:
Investments & Planning role at Bank of America.
The position is based in Spartanburg, SC, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 65.000 - 95.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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