Wealth Planning & Investment Advisor
Bank of America Financial Center
Bank of America seeks a results-oriented financial professional to provide comprehensive financial guidance and customized brokerage solutions. The role includes meeting with clients, reviewing goals, and enabling referrals to partners based on asset thresholds, all while maintaining compliance with SAFE Act requirements. The candidate should hold Series 7 and 66 licenses (or equivalents) and have at least 1 year of investments and financial services experience, with a track record of building #J-18808-Ljbffr
Vacancy posted 2 days ago
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