Investment Solutions Advisor - Financial Planning
Bank of America ATM
Bank of America is seeking a client-facing financial advisor to deliver comprehensive financial advice and customized solutions. The role includes triaging client leads, referring to business partners, meeting with clients to review goals, building plans, and recommending brokerage products. Licences (Series 7 and 66 or 63/65) and licenses training are required, with SAFE Act registrations for mortgage activity where applicable. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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