Strategic Financial Solutions Advisor
Bank of America
Bank of America in Exton, Pennsylvania is seeking a financial advisor to provide customized solutions for clients to achieve their financial goals. Responsibilities include meeting with clients to review financial plans, triaging requests, and recommending brokerage products. This role requires strong communication skills, a focus on client experience, and the ability to manage multiple tasks efficiently. Required qualifications include Series 7 and 66 licenses and a minimum of one year in the investments industry. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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