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Financial Consultant Financial Sales Financial Advisor Financial Services

Wealth & Financial Planning Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial institution in Charlotte, NC, is seeking a Financial Advisor responsible for providing tailored financial solutions to help clients achieve their financial goals. This role involves building financial plans, triaging client inquiries, and recommending suitable financial products. Candidates must hold relevant licenses and have experience in the financial services sector. Strong communication, relationship-building, and multitasking skills are essential.

This position offers opportunities for career growth and development.
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