Strategic Financial Advisor - Raleigh/Durham Market
Job in
Wake Forest, Wake County, North Carolina, 27588, USA
Listed on 2026-08-04
Listing for:
Bank of America
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a financial advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, and build a financial plan that includes brokerage products.
You will pursue required licenses and trainings, and comply with SAFE Act registration and background checks. The role emphasizes in-office collaboration, client relationship development, and delivering tailored investment and
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