Strategic Financial Planner & Advisor
Bank of America
Bank of America is seeking a client advisor to help clients reach their financial goals through tailored brokerage and banking solutions. You will meet with clients, build financial plans, and refer to partners based on needs and asset levels. Role requires Series 7/66 licenses and at least one year in investments; strong relationship-building, communication, and regulatory due diligence are essential. Offices in MA include Westborough and Worcester with in-office attendance required. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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