An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Bank of America seeks an experienced financial advisor to triage client leads, build tailored financial plans, and refer clients to banking and investment solutions. You will work to meet regulatory requirements and leverage licenses to advise on brokerage products, mortgages, and related services.
Requirements include Series 7/66 (or 63/65), 1+ year in investments, and strong relationship-building and communication skills. Hybrid or in-office flexibility may apply depending on role.
Bank of America seeks an experienced financial advisor to triage client leads, build tailored financial plans, and refer clients to banking and investment solutions. You will work to meet regulatory requirements and leverage licenses to advise on brokerage products, mortgages, and related services.
Requirements include Series 7/66 (or 63/65), 1+ year in investments, and strong relationship-building and communication skills. Hybrid or in-office flexibility may apply depending on role.