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 in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage client leads, refer to business partners based on needs and asset thresholds, and meet with clients to review financial and investment goals.
The role requires Series 7 and 66 licenses (63/65 acceptable with a passing 66), and a minimum of one year in financial services or a sales environment.
This posting is for the Strategic Wealth & Investment Advisor role at Bank of America, based in West Chester Township, OH, United States.
We would love to welcome a new Strategic Wealth & Investment Advisor to our team in West Chester Township, OH, United States.
For the Strategic Wealth & Investment Advisor position at Bank of America, we are reviewing applications now.
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