Investment & Financial Planning Advisor
Bank of America ATM
Bank of America seeks a financial advisor to provide comprehensive guidance and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans with brokerage products. You will complete licenses and trainings as required by the SAFE Act. Role requires Series 7 and 66 (or 63/65 alternative) licenses, and at least one year in investments or financial services. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 3 days ago
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