Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America seeks a licensed financial advisor to provide tailored guidance and brokerage solutions to clients, including planning, referrals, and product recommendations. You will triage leads, meet clients, and build financial plans while completing required licenses and trainings. Candidates should hold Series 7 and 66 (or 63/65), have 1+ year of investment experience, strong relationship skills, and be able to work Monday–Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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