Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America is seeking an advisor to help clients reach their financial goals through brokerage products and tailored investment plans. The role involves triaging leads, referrals to partners, and building long-term client relationships in a client-focused environment. The position requires Series 7 and 66 licenses (63/65 in lieu) and a minimum of one year in investments or financial services, with potential for growth and professional development including regulatory compliance and SAFE Act #J-18808-Ljbffr
Vacancy posted 2 days ago
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