at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 8 days ago
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**Private Client Advisor II:** Fiduciary expert sought to manage $2M+ portfolios. Guide clients on investments, wealth preservation, and financial planning. Requires 2+ years' advisory experience, FINRA Series 7 & 66 licenses. Proficient in Microsoft Office, CRM software. Collaborate with cross-functional teams, fostering client-centric wealth management strategies.
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Currency: Not specified
