Strategic Financial Planning Advisor
Bank of America Corporation
Bank of America seeks a licensed financial professional to provide comprehensive advice and customized solutions for clients, helping them reach financial goals. The role includes triaging leads, referrals, building financial plans with brokerage products, and meeting licensing requirements under SAFE Act regulations. Location depends on business needs with training at a financial center. The candidate should have Series 7/66 (or 63/65) licenses, 1+ year in investments, and strong #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 2 days ago
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