Financial Planning & Investments Advisor
Bank of America
Bank of America in Bradenton, FL seeks a client-focused Financial Advisor to help clients reach their financial goals. You will triage leads, coordinate with partners, review goals, build financial plans, and recommend brokerage products. This role requires Series 7 and 66 licenses and at least one year in investments or financial services. You'll work Monday through Friday with rotating Saturdays, and be part of a team that emphasizes compliant advice, relationship building, and ongoing client #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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