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Wealth & Investment Solutions Advisor

Job in Exton, Chester County, Pennsylvania, 19341, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial institution in Exton, Pennsylvania, is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. This role involves planning financial goals, recommending banking and investment strategies, and maintaining relationships with clients while ensuring compliance with regulatory standards. Ideal candidates will have a background in financial services, strong relationship-building skills, and the required licenses. The position offers a dynamic work environment with a focus on client success.
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