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Financial Planning & Investment Advisor

Rhode Island Bar Assn.

Bank of America is actively seeking a financial advisor‑like professional to provide comprehensive guidance and tailored solutions that help clients reach their financial goals. The role involves building financial plans, reviewing assets, and recommending brokerage products to a diverse client base. The position requires Series 7 and 66 (or 63/65) licenses, a minimum of one year in the investments/financial services space, and strong relationship-building and communication skills. #J-18808-Ljbffr Rhode Island Bar Assn.

Vacancy posted 1 day ago
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