Client-Focused Financial Planning & Brokerage Advisor
Bank of America
Bank of America is hiring in Roslyn Heights, NY to provide comprehensive financial guidance and customized solutions. The role involves meeting clients, reviewing goals, and building tailored financial plans using brokerage products, banking, and investment options. Candidates should have Series 7/66 licenses, at least one year in investments or financial services, and strong relationship-building skills. The position requires weekday hours with occasional Saturdays and a focus on responsible #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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