Wealth Advisor Development Program
Bank of America ATM
Bank of America is seeking a Financial Advisor for the Merrill Advisor Development Program in Town of Charlotte. The role involves working with high-net-worth individuals to assess their financial goals and deliver personalized investment strategies. Candidates must have Series 7 & 66 licenses and at least one year of financial services experience. Exceptional interpersonal skills and a commitment to client service are essential. The position requires candidates to manage client interactions and document them accurately within Salesforce. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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