Bank of America is seeking a financial advisor‑type role based in the United States with Series 7 & 66 licenses and a track record in investments. The role focuses on triaging client leads, building financial plans, and recommending brokerage products to help clients meet their financial goals.
Responsibilities include meeting with clients to review goals, expanding knowledge through required licenses and trainings, and coordinating with internal partners to deliver tailored solutions.
Investment & Financial Planning Advisor in Cambridge employer: Bank of America Corporation
At Bank of America Bromley, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel. As a Senior Data Platform Engineer, you will not only have the opportunity to work with cutting-edge technologies like Spark and Kubernetes but also benefit from extensive professional development and mentorship programmes. Our commitment to employee growth, combined with a supportive team environment, makes us an exceptional employer for those looking to make a meaningful impact in the financial sector.
Contact Details:
Bank of America Corporation Recruitment Team
