Strategic Financial Advisor - Investments & Planning
Bank of America
Bank of America seeks a qualified financial professional to advise clients, develop financial plans, and refer to partners based on client needs and asset thresholds. The role requires Series 7 and 66 licenses (or equivalents) and a baseline of experience in investments and financial services. The position emphasizes building strong client relationships, regulatory due diligence, and meeting sales goals in a fast-paced environment. In-office with flexible scheduling is expected. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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