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Financial Solutions Advisor: Personal Wealth & Planning

Bank of America

Bank of America is seeking a licensed financial advisor in Englewood, NJ, to provide comprehensive advice and personalized solutions. You will triage leads, refer to partners, and help clients reach their financial goals through tailored plans and brokerage products. Requires active Series 7 & 66 licenses, with 63/65 acceptable if 66 is not held. The role emphasizes regulatory due diligence, building relationships, and delivering client-focused financial guidance. #J-18808-Ljbffr Bank of America

Vacancy posted more than 2 months ago

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