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Financial Solutions Advisor, Client-Focused Planning

Bank of America ATM

A leading financial institution is seeking a Financial Advisor in Fort Worth, Texas. This position focuses on providing tailored financial solutions and advice to help clients meet their financial goals. Responsibilities include triaging client leads, building financial plans, and recommending appropriate brokerage products. Candidates should possess Series 7 and 66 licenses and have at least one year of relevant experience. Strong communication and relationship-building skills are essential for success in this dynamic environment. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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