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Strategic Wealth & Investment Advisor

Job in High Point, Guilford County, North Carolina, 27264, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-12
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 95000 USD Yearly USD 60000.00 95000.00 YEAR
Job Description & How to Apply Below

Bank of America seeks a Financial Advisor to provide comprehensive, tailored advice and solutions to help clients achieve their financial goals. You will triage leads, refer to business partners, meet with clients, and build customized financial plans including brokerage products.

The role requires Series 7 and 66 (or 63/65) licenses, plus 1+ year in investments or financial services. You may need SAFE Act registration for mortgage-related duties and must work a Monday–Friday schedule with

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