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Financial Consultant Financial Advisor

Investment & Financial Planning Advisor

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Winston-Salem is seeking a Financial Advisor responsible for providing tailored financial solutions. Responsibilities include triaging client leads, meeting clients to review goals, and recommending brokerage products. Candidates should have experience in the investment and financial services industry, hold necessary licenses, and demonstrate strong relationship-building skills.
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