Strategic Wealth & Investments Advisor
Bank of America ATM
Bank of America is seeking a client-focused financial professional to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, reviewing goals with clients, and building financial plans with brokerage and banking products. Candidates should hold Series 7 and 66 (or 63/65) licenses, have 1+ year in investments or financial services, and be prepared to work Monday–Friday with rotating Saturdays in #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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