Strategic Financial Solutions Advisor
Merrill
Bank of America seeks a financial services professional to advise clients and tailor brokerage solutions, building comprehensive financial plans and referrals to partners. The role emphasizes regulatory compliance and client-focused service. Ideal candidates hold Series 7 and 66 licenses (or 63/65 with a 60-day plan to complete), with at least one year in investments or financial services and strong communication skills to nurture client relationships. #J-18808-Ljbffr Merrill
Vacancy posted 2 days ago
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