Wealth & Investment Planning Advisor – Westchester & Bronx
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-10-06
Listing for:
Bank of America
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
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.
The following position is for a Wealth & Investment Planning Advisor – Westchester & Bronx with Bank of America. All applications are reviewed carefully by our team. The position is based in City of White Plains, NY, United States. This opportunity is part of our work in Finance. The advertised compensation is 65.000 - 80.000. We aim to respond to suitable candidates as soon as possible.
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