Strategic Financial Solutions Advisor
Bank of America
Bank of America offers a path to helping clients achieve their financial goals through comprehensive advice and customized solutions. This role involves triaging leads, referring to partners based on assets, reviewing goals with clients, and building detailed financial plans that include brokerage products. The position requires licenses (Series 7/66 or equivalents), strong client communication, and the ability to work in a structured in-office environment with adherence to regulatory #J-18808-Ljbffr Bank of America
Vacancy posted 5 hours ago
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