Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America in the United States seeks an Investment Advisor to provide comprehensive financial guidance, build tailored plans, and recommend brokerage products to clients. The role includes triaging leads, referrals to partners based on asset thresholds, and ongoing client reviews to meet financial goals. Required: Series 7 & 66 (or 63/65 substitutes) and at least 1 year in investments/financial services; 40-hour workweek with in-office expectations as part of Bank of America’s culture. #J-18808-Ljbffr
Vacancy posted 3 days ago
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