Investment & Financial Planning Advisor
Bank of America ATM
Bank of America in Manhasset, NY seeks a client-focused financial advisor to guide clients toward their financial goals. You will develop financial plans, recommend brokerage products, and coordinate referrals with internal teams. The role requires licenses (Series 7 and 66 or 63/65) and prior investments experience, with expectations for building client relationships and managing regulatory due diligence in daily activities. Monday–Friday with rotating Saturdays; competitive benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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