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Wealth & Investment Planning Advisor – Westchester & Bronx
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2025-12-19
Listing for:
Bank of America
Full Time
position Listed on 2025-12-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Advisor in White Plains, NY to provide customized solutions and advice to clients. The role involves triaging client leads, meeting with clients to discuss their financial goals, and developing comprehensive financial plans. Qualified candidates should hold Series 7 & 66 licenses and have at least one year of experience in finance or sales.
This position offers a competitive salary with benefits and opportunities for growth.
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