Services Financial Advisor: Client Wealth Solutions
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-25
Listing for:
Bank of America
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Solutions Advisor in Charlotte, NC. The ideal candidate will provide expert financial advice, manage a dedicated client portfolio, and help clients achieve their financial goals. Key qualifications include series 7 and 66 licenses, along with proven experience in financial advisory roles. This role fosters a collaborative environment and offers opportunities for growth in a structured work setting.
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