Wealth Planning & Investment Advisor
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Bank of America in the United States seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.
Responsibilities include triaging leads, referring to internal partners by asset thresholds, and reviewing client goals to propose banking, investments, and wealth management strategies. Licenses and trainings are required, with SAFE Act registration for mortgage-related work.
Join us at Bank of America as our next Wealth Planning & Investment Advisor in Corvallis, OR, United States.
We are currently recruiting a Wealth Planning & Investment Advisor for our team in Corvallis, OR, United States.
This is a strong opening to take on the Wealth Planning & Investment Advisor role at Bank of America.
As a Wealth Planning & Investment Advisor, you will play an important part at Bank of America in Corvallis, OR, United States.
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