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Wealth Advisor Development: Build a High‑Net‑Worth Client Book

Bank of America ATM

A leading financial institution in New York is seeking a Financial Advisor to work with high-net-worth individuals. In this role, you will identify client needs, develop relationships, and provide tailored investment advice. Responsibilities include building a business portfolio, recommending suitable investment products, and managing client accounts. The ideal candidate will have Series 7 & 66 licenses and a minimum of one year experience in financial services. This full-time position offers opportunities for professional development and mentorship. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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