Strategic Wealth & Investment Advisor
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States seeks a licensed financial professional to provide comprehensive advice and customized solutions. You will build financial plans, refer clients to partners, and review goals with clients, including brokerage products and banking options.
Responsibilities include triaging client requests, mitigating risk, and engaging new clients while building strong relationships. Requires Series 7/66 licenses and a drive to meet sales goals in a fast-paced environment.
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