Investment & Financial Planning Advisor
Bank of America
Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and customized brokerage solutions to clients. You will triage leads, coordinate referrals, meet with clients to set goals, and build financial plans that include stocks, bonds, and banking products. The role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments, and a sales background with meeting targets. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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