Financial Solutions Advisor I: Client Growth & Planning
Bank of America Corporation
Bank of America is seeking a Financial Advisor to help clients achieve their financial goals through tailored brokerage and banking solutions. The role involves triaging client leads, referring to business partners based on needs and asset thresholds, and meeting with clients to review goals and recommend products. Applicants must hold Series 7 and 66 licenses (or 63/65 in lieu) and have a track record in financial services or sales. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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