Aspiring Wealth Advisor (Development Program)

Bank of America

Raleigh, NC

JOB DETAILS
SKILLS
Develop and Maintain Customers, Financial Planning, Financial Services, High Net Worth, Investment Strategy, Needs Assessment, Problem Solving Skills, Series 7, Training/Teaching
LOCATION
Raleigh, NC
POSTED
Today

A leading financial institution in Raleigh is seeking a Financial Advisor for its Advisor Development Program. The successful candidate will work with high-net worth clients to identify their needs and deliver tailored investment strategies. The role includes developing a client portfolio, recommending investment solutions, and collaborating with a Financial Advisor team. Ideal candidates must hold Series 7 & 66 licenses and have relevant financial service experience. This position offers extensive training and career growth opportunities within an in-office culture and a focus on diverse perspectives.#J-18808-Ljbffr

About the Company

B

Bank of America