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Financial Consultant Financial Sales

Wealth & Financial Planning Advisor II

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
A leading financial institution in Winston-Salem is seeking a financial advisor to provide tailored advice and solutions to clients. This role involves triaging client requests, building financial plans, and recommending investment products. Candidates should hold Series 7 & 66 licenses and have at least one year in the investments or financial service industry. Experience in a sales environment, along with strong communication and relationship-building skills, are essential for success in this position.
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