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Wealth Advisor - Build Portfolios for High‑Net‑Worth

Bank of America

Bank of America’s Merrill Wealth Management team seeks an Advisor Development professional to serve high-net-worth clients in a Merrill branch. You will identify needs, build relationships, review goals, and tailor investment recommendations while leveraging technology for growth. You will pursue Series 7/66 licenses, ensure SAFE Act compliance, and develop a strong book of business within a collaborative bank advisory environment. #J-18808-Ljbffr Bank of America

Vacancy posted more than 2 months ago

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