Wealth & Investment Solutions Advisor
Bank of America ATM
Bank of America seeks a licensed financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, referrals to partners, meeting with clients, and building financial plans using brokerage products. Required licenses include Series 7 & 66, with prior investments or financial services sales experience. Bilingual Spanish is preferred. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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