Wealth Planning & Investment Advisor
Job in
Armonk, Westchester County, New York, 10504, USA
Listed on 2026-07-04
Listing for:
Bank of America
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
A major financial institution in Armonk is seeking a Financial Advisor to help clients achieve financial goals through comprehensive advice and customized solutions. This role involves building financial plans and recommending products while maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment.
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