Inheritance & Investments Financial Advisor (Phone-based)
Bank of America Corporation
Bank of America in Jacksonville, FL is hiring a Financial Solutions Advisor to guide clients through goals-based planning and educate them on investing and asset inheritance. This role serves clients via a phone-based platform while aligning with product offerings and regulatory requirements. You will build financial plans, discuss brokerage products, and triage client needs, with licensing progress (Series 7 and 66) and strong client communication. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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