Financial Solutions Advisor: Grow Client Wealth & Goals
Bank of America ATM
Bank of America in Mansfield, Texas seeks a client-focused Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners, meet with clients to review goals and build financial plans incorporating brokerage products. The role requires active licenses (Series 7 and 66 or 63/65 as allowed), experience in investments and financial services, strong relationship-building, and the ability to #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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