Investments & Financial Planning Advisor
Bank of America
Bank of America is hiring a licensed financial advisor in New York with Series 7 and 66 (or 63/65) eligibility to meet client goals through brokerage and banking solutions. The role involves building financial plans, triaging client needs, and coordinating with partners to deliver tailored investment products. The position requires a track record in investments or financial services, strong relationship skills, and the ability to navigate regulatory requirements. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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