Strategic Financial Solutions Advisor
Bank of America
Bank of America is seeking a dedicated professional to provide clients with personalized financial advice and customized solutions. Responsibilities include planning financial goals, triaging leads, and recommending brokerage products to help clients achieve their goals. The ideal candidate should possess Series 7 and 66 licenses, along with at least one year of experience in finance or sales. This role requires effective relationship-building and excellent communication skills to thrive in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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