Strategic Wealth & Investment Advisor
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
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.
We are looking to fill the Strategic Wealth & Investment Advisor position at Bank of America in Winston-Salem, NC, United States.
Join us at Bank of America as our next Strategic Wealth & Investment Advisor in Winston-Salem, NC, United States.
We are currently recruiting a Strategic Wealth & Investment Advisor for our team in Winston-Salem, NC, United States.
This is a strong opportunity to take on the Strategic Wealth & Investment Advisor role at Bank of America.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).