Financial Planning & Investment Advisor
Bank of America
A leading financial institution in Winston-Salem is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients. You will triage client leads, meet with clients to review financial goals, build financial plans, and recommend appropriate products. Candidates should have Series 7 and 66 licenses, along with at least one year of experience in the investments or financial service industry. This role offers opportunities for professional growth and contributes to a culture of collaboration and client focus. #J-18808-Ljbffr
Vacancy posted 8 hours ago
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