Wealth & Investment Advisor I

Bank of America; Durham (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is hiring a Financial Advisor in Durham, NC to help clients achieve financial goals through tailored banking and investment solutions. You will review goals with clients, reference brokerage products, and collaborate with partners to implement plans.

The role requires Series 7 and 66 (or 63/65) licenses, with sales experience and strong relationship-building skills. Expect a structured environment with regulatory due diligence and ongoing training.

Qualifications

• Experience in financial services or sales with goals met or exceeded.
• Knowledge of investments and financial products.
• Licenses: Series 7 and 66 (or 63/65 in lieu).
• Strong relationship-building and communication skills.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and referrals to internal partners.
• Mitigates risk as part of daily activities.
• Identify and engage potential new clients through referrals.

Skills

Client Experience

Financial Planning

Investment Management

Pipeline Management

Referral Management

Client Management

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Advisor in Durham, NC to help clients achieve financial goals through tailored banking and investment solutions. You will review goals with clients, reference brokerage products, and collaborate with partners to implement plans.

The role requires Series 7 and 66 (or 63/65) licenses, with sales experience and strong relationship-building skills. Expect a structured environment with regulatory due diligence and ongoing training.