Wealth Advisor in Training for High-Net-Worth Clients

Bank of America

Salt Lake City, UT

JOB DETAILS
SKILLS
Financial Analysis, Financial Planning, Financial Services, High Net Worth, Investment Services, Series 7
LOCATION
Salt Lake City, UT
POSTED
4 days ago

Bank of America is seeking a Financial Advisor to join their Merrill Advisor Development Program in Salt Lake City, UT. The role involves developing relationships with high-net-worth clients, assessing their financial goals, and recommending customized investment products and services.The ideal candidate should hold Series 7 & 66 licenses and have at least one year of experience in financial services. Success in this position is tied to performance and client results, backed by extensive training and resources.#J-18808-Ljbffr

About the Company

B

Bank of America