Client-Focused Financial Solutions Advisor
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Banking & Finance
Bank of America is seeking a financial consultant advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
You will triage client leads, refer to business partners, meet clients to review goals, build a financial plan, and recommend brokerage products, while completing required licenses and trainings.
This role supports SAFE Act registration for mortgage-related activities and requires Monday–Friday schedules with rotating Saturdays.
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This posting is for the Client-Focused Financial Solutions Advisor role at Bank of America, based in Wake Forest, NC, United States.
We are looking to fill the Client-Focused Financial Solutions Advisor position at Bank of America in Wake Forest, NC, United States.
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