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Bank of America

Wealth & Investment Planning Advisor – Westchester & Bronx

city of white plains, NY

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Job description

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.

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