Investment & Financial Planning Advisor
Bank of America
Bank of America is seeking qualified financial professionals to deliver comprehensive advisory services and personalized financial plans to clients. The role involves triaging client leads, coordinating with internal partners, and aligning brokerage products with client goals while maintaining compliance with SAFE Act requirements. Ideal candidates hold Series 7 and 66 licenses (or 63/65), have at least one year in investments or financial services, and are capable of meeting or exceeding sales #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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