Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America is hiring an investment advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, meeting clients to review goals, building a financial plan, and recommending brokerage products. Licenses and training are required, and SAFE Act background checks apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities, #J-18808-Ljbffr
Vacancy posted 3 days ago
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