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Financial Consultant Financial Advisor Financial Sales

Strategic Financial Solutions Advisor

Job in Chapel Hill, Orange County, North Carolina, 27517, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial institution in Chapel Hill is seeking a skilled client advisor to provide tailored financial solutions and build strong client relationships. Candidates should hold necessary licenses (Series 7 & 66) and have experience in the financial services industry. Responsibilities include developing financial plans, triaging client requests, and engaging new clients while applying a strong understanding of investments. The position offers a structured work schedule and an in-office culture for team collaboration.
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