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Strategic Financial Solutions Advisor

Bank of America Corporation

Bank of America in Mount Pleasant, SC seeks a client-focused financial advisor responsible for triaging leads, reviewing goals, and building financial plans using brokerage products. The role includes meeting clients, recommending banking and investment solutions, and referring to partners based on client needs. Compliance is essential: licenses required (Series 7/66); typically 1 year in investments or financial services; Monday–Friday with rotating Saturdays; the environment emphasizes #J-18808-Ljbffr Bank of America Corporation

Vacancy posted 4 days ago
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