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Investment Advisor II — Grow Client Wealth
Job in
Lincoln, Providence County, Rhode Island, 02865, USA
Listed on 2026-08-08
Listing for:
National Black MBA Association
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America is seeking an authenticated financial services professional in the United States, based in Lincoln, RI, to guide self-directed investors and deepen client relationships through investment products, services, and trading strategies.
The role requires Series 7 and 66 (or equivalent) with strong customer service, analytical thinking, and multi-tasking abilities to succeed in a fast-paced call center environment. Shift flexibility and commitment to client satisfaction are essential.
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