Financial Solutions Advisor: Invest, Plan & Grow Wealth
Bank of America ATM
Bank of America is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referrals to partners based on client needs and asset thresholds, and meeting licensing and training requirements. Required licenses include Series 7 & 66 (or 63/65 in lieu), with at least one year in investments or financial services, and strong relationship-building skills. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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