Strategic Financial Solutions Advisor
Bank of America
Bank of America in Houston, Texas is looking for a qualified financial advisor to provide comprehensive financial solutions to clients. Responsibilities include triaging client requests, developing financial plans, and collaborating with internal teams to meet client goals. Ideal candidates will hold Series 7 & 66 licenses, have at least a year of experience in the investments industry, and demonstrate effective communication skills. A bilingual Spanish ability and additional certifications like CFP is a plus. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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