Financial Solutions Advisor - Raleigh/Durham Market
Bank of America
Bank of America seeks a client-focused financial advisor to provide comprehensive guidance and tailored solutions, helping clients reach financial goals through brokerage products, banking services, and strategic referrals. The role emphasizes building trusted relationships, delivering personalized financial plans, and maintaining regulatory compliance while pursuing new business opportunities across client segments. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Advisor - Raleigh/Durham Market in Chapel Hill, NC vacancy
- ...by a common purpose to help make financial lives better through the power of... ...an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...Per Week: 40SummaryLocation: Cary; Raleigh; Raleigh; Raleigh; Durham; Knightdale; Raleigh; Durham; Wake...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The...SuggestedTemporary workMonday to FridayShift workDay shift
- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will... ...in a collaborative, in-office environment. #J-18808-Ljbffr Habitat For Humanity Of DurhamSuggestedWork at office
- About the Role This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will receive dedicated classes for the Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Upon obtaining these licenses, you will learn foundational skills for advisory work—acquiring...SuggestedWork at officeImmediate startMonday to FridayDay shift
- Financial Advisor - Durham, NC page is loaded## Financial Advisor - Durham, NClocations: NC - Durhamtime... ...-winning financial workshops and marketing your practice.* Have the flexibility... ...offers a full range of expert financial solutions, serving more than 2 million...Local area
$150k - $350k
...should talk. We are expanding to new markets and looking for Lead Advisors who have their CFP® and a passion... ...re currently looking to expand to Raleigh - Durham, NC. Here’s where you come in:... ...Brighton Jones as their trusted financial advisor Proactively develops and...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours- Bank of America seeks a Financial Solutions Advisor Stage I to begin with licensing exams and foundational client-advisory training. You will help clients with basic banking and investment solutions while developing relationship skills. You will work toward Series licenses...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses...
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue... ...internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$92.5k - $150k
...$150,000.00 Annually JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment... ...and a deep understanding of financial markets and products. DUTIES AND... ...information skillfully; Develops alternative solutions; Works well in group problem solving...- ...career. Make an impact providing expert financial advice with heart. Thrivent is a different... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,... ...delivering award‑winning financial workshops and marketing your practice. Have the flexibility to...
- Bank of America in Durham, North Carolina, is seeking a candidate who will provide comprehensive financial advice to clients, helping them achieve their financial goals. The role includes triaging client leads and recommending suitable banking and investment strategies....
- ...- Greensboro; NC - Raleigh; NC - Winston Salem; NC - Durham; NC - CharlotteType... ...competitive advantage in the markets we serve. We are... .... As a Wealth Advisor in PNC Wealth... ...the development of financial plans for clients.... ...customized customer solutions.Managing Risk - Assessing...Full timeTemporary workPart timeWork experience placementWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern... ...tax purposes.Northwestern Mutual is the marketing name for The Northwestern Mutual Life...Full timeContract workFor contractorsWork at office- ...Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client... ...will deliver personalized financial solutions while supported by a branch team,... ...advisor? An interest in financial services/markets and how they work. Love of learning,...Flexible hours
$100k - $250k
...About Strategic People Advisors Strategic People Advisors is an... ...practice aligned with OneAmerica Financial®. Our client firm operates... ...support, and localized marketing assistance. Position Overview... ...income, and estate-planning solutions. Foster and expand regional...Work at officeLocal area$92k - $140k
...JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning expertise and... ...regular communication and follow-up. Stay informed about market trends, economic conditions, and new financial products....Full time- ...often (in days) to receive an alert: Financial Care Counselor - Ancillary Service... ...or Temporary: Regular Location: Durham, NC, US, 27710 Date: Aug 20, 2026... ...hiring department. Nearest Major Market: Durham Nearest Secondary Market: Raleigh Read more about Duke’s commitment...Temporary workWork at officeLocal areaMonday to Friday
- ...Fifth Third Bank. General Function: The Financial Center Manager will participate in a comprehensive... ...customers and recommend the appropriate solutions to meet those needs Understand how to... ...talent acquisition partner. Location: Durham, North Carolina 27707 Fifth Third Bank,...Work at office
$80.4k - $223.9k
Job OverviewDirects financial planning and accounting practices including... ...forecasting for a mid-sized market or regional function(s).... ...commercial recommendations and solutions to senior management.Partner... ...other benefits.SummaryLocation: Durham, North Carolina, United...Full timePart timeLocal areaImmediate startWorldwide- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer loyalty...Full timeTemporary workPart timeWork at office
- ## Floating Relationship BankerApplylocations: Raleigh/Durham, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-01936##... ...may be required to work at various locations within the market.**Primary Responsibilities:**Promotes the sales process through...Work at officeNight shift
- Bank of America is seeking a Financial Advisor in Chapel Hill, NC, responsible for delivering tailored financial advice to clients and helping them achieve their financial goals. Responsibilities include creating financial plans, making product recommendations, and triaging...Monday to Friday
- ...competitive advantage in the markets we serve. We are all united in... ..., you will be based in Durham, NC at the Roxboro Road Branch... ...well‑being through tailored solutions aligned with wholistic needs.... ...checks as required by Consumer Financial Protection Bureau regulations...Work experience placementWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Work at officeFlexible hoursShift workWeekend workDay shift
- ...competitive advantage in the markets we serve. We are all united in... ..., you will be based in Durham, NC at the Westgate Branch. Job... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...a strategic, dynamic communications and marketing organization that will advance quality of... ...healthcare industry. Serves as a key advisor to the UNC Health CEO in communications... ...decisions, even when data are limited or solutions produce unfavorable results. Positions the...Full time
- ...competitive advantage in the markets we serve. We are all united in... ..., you will be based in Durham, NC at the Westgate Branch. Job... ...aimed at improving customer financial wellbeing and creating loyalty... ...creating customized customer solutions. Managing Risk - Assessing and...Full timeTemporary workPart timeWork experience placementWork at office
- ...competitive advantage in the markets we serve. We are united in delivering... ...Specialist will be based in Durham, NC at the Roxboro Road... ...skills, tailored solutions, and prompt problem resolution... ...lobby engagement, education on financial options, and effective use of...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Advisor - Raleigh/Durham Market. Be the first to apply!
Related searches
- financial advisor development program Chapel Hill, NC
- jde finance consultant Chapel Hill, NC
- estate planning consultant Chapel Hill, NC
- associate corporate finance Chapel Hill, NC
- wealth advisor Chapel Hill, NC
- financial planning associate Chapel Hill, NC
- financial consultant Chapel Hill, NC
- financial planner Chapel Hill, NC
- financial counselor Chapel Hill, NC
- finance associate Chapel Hill, NC


