Strategic Financial Solutions Advisor
Bank of America
Bank of America is seeking a Financial Advisor in Dallas to provide comprehensive financial advice, triage client leads, and refer to partners based on client needs and assets. The role includes meeting with clients to review goals and suggest products, and completing required licenses and training. Responsibilities include building financial plans using brokerage products, recommending strategies, and expanding client relationships while managing risk in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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