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Wealth & Investment Solutions Advisor

Bank of America ATM

Bank of America is looking for a Client Advisor in Knightdale, North Carolina. In this role, you will work closely with clients to build tailored financial plans, recommend brokerage products, and help them achieve their financial goals. Candidates should hold Series 7 & 66 licenses and have at least one year of relevant industry experience. A strong focus on client relationships and the ability to manage complexity in a fast-paced environment are crucial. The position follows a Monday to Friday schedule with occasional Saturdays. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
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