Financial Planning & Investments Advisor
Bank of America
Bank of America is seeking a client advisor in Town of Texas, Wisconsin, responsible for providing personalized financial solutions to clients. The role involves planning financial goals, advising clients on investment strategies, and managing risk. Applicants should possess Series7 and 66 licenses, with at least one year of experience in the investments sector. Preferred qualifications include additional designations like CFP or CRPC, and strong communication skills. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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