Wealth Planning & Investment Advisor
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Bank of America is seeking a financial professional in Cary, NC to provide comprehensive client advice and customized financial solutions. The role includes planning with brokerage products, meeting client goals, and coordinating referrals to internal teams while maintaining compliance with SAFE Act requirements.
Candidates should hold Series 7 and 66 licenses with at least one year in investments, and possess strong client relationship and risk-management skills.
As a Wealth Planning & Investment Advisor, you will play an important part at Bank of America in Cary, NC, United States.
Consider building your career as a Wealth Planning & Investment Advisor at Bank of America.
The Wealth Planning & Investment Advisor position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Planning & Investment Advisor in Cary, NC, United States within Finance, Sales.
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