Financial Planning & Investment Advisor
Bank of America
Bank of America in the United States seeks a financial advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. The role includes triaging leads, meeting clients to review goals, building financial plans, and recommending brokerage products. Licensing (Series 7 & 66) and investment experience are required; bilingual Spanish is a plus. Expect SAFÉ Act compliance within a dedicated financial center. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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