Strategic Wealth & Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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
Consider building your career as a Strategic Wealth & Investment Advisor at Bank of America.
This role is for the Strategic Wealth & Investment Advisor role at Bank of America.
We are seeking a motivated Strategic Wealth & Investment Advisor to join Bank of America in High Point, NC, United States.
The Strategic Wealth & Investment Advisor position in the Finance, Sales field is open for applications.
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