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Bank of America

Client-Focused Financial Advisor Investments & Planning

Bank of America, Charlotte, North Carolina, United States, 28245

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A major financial institution is seeking a Financial Solutions Advisor in Charlotte, NC. This role involves working closely with clients to develop comprehensive financial plans and recommend appropriate investment products. The ideal candidate will have at least one year of experience in the financial service sector and hold relevant licenses. Strong communication skills and the ability to build client relationships are essential for success in this position. The job requires adherence to regulatory compliance and fosters a collaborative team environment. #J-18808-Ljbffr