Financial Solutions Advisor Build Client Financial Plans
Bank of America
Bank of America in New York is seeking a client-focused financial advisor to deliver tailored financial plans, brokerage recommendations, and referrals to partners. The role emphasizes risk-aware decision-making and regulatory diligence, with strong emphasis on customer service and achievement of sales goals. The position requires active Series 7/66 licenses, a minimum of one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays in a #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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