Investment & Financial Planning Advisor
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Finance & Banking
Job Description & How to Apply Below
Bank of America is seeking a financial advisor‑type role based in the United States with Series 7 & 66 licenses and a track record in investments. The role focuses on triaging client leads, building financial plans, and recommending brokerage products to help clients meet their financial goals.
Responsibilities include meeting with clients to review goals, expanding knowledge through required licenses and trainings, and coordinating with internal partners to deliver tailored solutions.
Consider building your career as a Investment & Financial Planning Advisor at Bank of America Corporation.
The position is based in Cambridge, England, United Kingdom.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 49.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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