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Strategic Wealth & Banking Advisor

Bank of America ATM

Bank of America in Alhambra and surrounding California centers seeks a licensed financial professional to provide comprehensive advisory services, build financial plans, and refer clients to suitable banking and brokerage products. You will engage with clients, secure requisite licenses (Series 7/66 or 63/65 with 66), and work to meet sales goals while ensuring regulatory compliance. Role emphasizes in-office collaboration across financial centers, strong client communication, and ongoing #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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