Wealth & Investment Advisor
Bank of America ATM
Bank of America in Dallas seeks a financial professional to provide comprehensive, customized advisory services to clients, helping them meet financial goals. The role includes triaging leads, referring to partners, meeting with clients to review goals, building plans, and recommending brokerage products in a compliant manner. Qualifications include Series 7 and 66 licenses (or 63/65), at least one year in investments, and experience in financial services or sales. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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