Strategic Wealth Advisor
Bank of America ATM
Bank of America in Dallas is seeking a Financial Advisor to provide comprehensive advice and tailored financial solutions to clients. The role involves triaging client leads, making referrals based on client needs, and building clients' financial plans. The ideal candidate will possess Series 7 & 66 licenses and have experience in the investment sector. This role is critical for helping clients achieve their financial goals through effective planning and recommendations. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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