Financial Planning & Investments Advisor
Bank of America ATM
Bank of America is seeking a client-focused financial advisor to help clients achieve their financial goals by building tailored financial plans and recommending brokerage and banking products. You will triage leads, refer to partners, and review goals with clients to ensure appropriate solutions. Role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with strong relationship skills and the ability to work a Monday–Friday schedule with #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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