Investments & Financial Planning Advisor
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a client‑facing advisor to provide comprehensive financial guidance and customized solutions. You will meet with clients, review goals, and build financial plans incorporating brokerage products and banking solutions.
Role requires Series 7/66 and at least 1 year in investments or financial services, with a focus on relationship building and meeting sales goals. May require Saturday rotations and regulatory due diligence.
For the Investments & Financial Planning Advisor position at Bank of America Corporation, we are reviewing applications now.
Step into the Investments & Financial Planning Advisor role at Bank of America Corporation in Town of Germantown, WI, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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