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Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America seeks a financial adviser to provide comprehensive guidance and tailored solutions helping clients reach their financial goals. The role involves triaging leads, referring to internal partners, and meeting with clients to review goals, build plans, and recommend brokerage products. Requirements include Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday–Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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