Senior Financial Advisor: Growth, Planning & Wealth
Bank of America
Bank of America is seeking an experienced Financial Advisor with at least five years in practice to build a portable client base and generate new opportunities in a team-oriented environment. The role requires Series 7 and 66, a minimum of $1 million in production, and the ability to deliver comprehensive, goals-based financial planning using the firm's wealth platforms. You will source prospects, manage portfolios, and grow the practice while adhering to compliance guidelines. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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