Strategic Financial Planning & Advisory Specialist
Bank of America
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role focuses on triaging leads, referrals to partners, building financial plans, and recommending brokerage products. Requires Series 7 and 66 licenses (63/65 acceptable), 1+ year in investments or financial services, and a track record of meeting sales goals. #J-18808-Ljbffr Bank of America
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