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Wealth Planning & Investment Advisor

Bank of America

Bank of America is hiring a client-focused financial advisor to provide comprehensive advice and customized solutions. The role involves triaging leads, referral coordination, and building financial plans with brokerage products to help clients reach goals. Requirements include Series 7 and 66 licenses, 1+ year in investments or financial services, and the ability to work a Monday–Friday schedule with rotating Saturdays. #J-18808-Ljbffr

Vacancy posted 13 hours ago
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