Financial Planner & Investment Advisor
Bank of America
Bank of America in Cleveland, Ohio, seeks a financial advisor to provide comprehensive financial services by building financial plans and recommending brokerage products. Responsibilities include triaging client leads, reviewing financial goals, and recommending strategies based on clients’ needs. The ideal candidate holds a Series 7 and Series 66 license, has at least one year in the investment industry, and possesses strong communication skills. The role offers competitive pay and standard employee benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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