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Financial Consultant Financial Advisor Financial Sales

Strategic Financial Advisor & Investment Planner

Job in Statesville, Iredell County, North Carolina, 28625, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial institution in North Carolina is seeking a Financial Advisor to help clients achieve their financial goals by providing comprehensive advice and tailored solutions. The role includes triaging client leads, meeting with clients to build financial plans, and recommending suitable brokerage products. Candidates should hold relevant Series licenses, have at least one year of experience in finance, and demonstrate strong communication skills.

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