Investment & Financial Planning Advisor
Bank of America ATM
Bank of America in Maryland is seeking an in-office Financial Advisor to provide comprehensive financial planning and brokerage recommendations to clients. You will triage leads, meet clients, and coordinate referrals with internal partners while building tailored financial plans. The role requires Series 7 and Series 66 (or 63/65 in lieu), at least one year of experience in investments, and strong communication and goal-setting skills to thrive in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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