Private Wealth Advisor
Bank of America
Bank of America in Billerica, MA seeks a licensed financial professional to advise clients, build financial plans, and refer to partners based on client needs and asset thresholds. The role involves SAFE Act compliance for mortgage lending, educating clients, and delivering personalized solutions. The position requires Series 7/66 or 63/65, at least one year in investments and financial services, strong communication, and the ability to work Monday–Friday with rotating Saturdays in a fast-paced #J-18808-Ljbffr
Vacancy posted 3 days ago
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