Wealth Advisor for High-Net-Worth Clients

Bank of America

Merrill Wealth Management in New Jersey is seeking a Financial Advisor Associate to serve high-net-worth clients in a branch setting. You will identify client needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives. Role requires maintaining SAFE Act registration for mortgage-related activities and pursuing Series 7/66 licenses; strong regulatory diligence and collaboration with advisory teams are essential for success. #J-18808-Ljbffr

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Vacancy posted 17 hours ago

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