Investment & Financial Planning Advisor
Bank of America ATM
Bank of America is seeking a Financial Center Advisor to provide comprehensive advice and customized solutions to clients across the market. You'll triage leads, refer to partners, build a financial plan, and help clients achieve their goals. This role requires Series 7 & 66 (63/65 in lieu of 66) licenses, at least one year in financial services, strong relationship skills, and the ability to work in a fast-paced, regulatory environment across locations. #J-18808-Ljbffr
Vacancy posted 2 days ago
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...recover from the unexpected and realize their dreams. We are located in Boerne, TX and help customers with their insurance and financial services needs, including: Auto insurance Home insurance Life insurance Retirement planning Ginny Thompson - State Farm AgentBase plus commission
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