Strategic Financial Planning Advisor
Bank of America
Bank of America in Lone Tree, CO is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging leads, referrals, meeting with clients, building financial plans, and recommending brokerage products. Licensing requirements include Series 7 and 66; minimum one year in investments; 40 hours weekly; in‑office with benefits and opportunities for growth. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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