Financial Solutions Advisor: Guide Clients to Smart Wealth
Bank of America ATM
Bank of America in the United States seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. The role includes triaging client leads, referring to business partners, and reviewing goals with clients to build a financial plan using brokerage products. This position requires Series 7 & 66 licenses (63/65 acceptable), at least one year in investments, and experience in a sales environment. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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