Strategic Financial Advisor & Planning Specialist
Bank of America ATM
Bank of America is seeking a financial advisor in Prosper, Texas, responsible for providing tailored financial solutions to clients. Key tasks include building financial plans, recommending investments, and triaging client requests. Candidates must hold Series 7 & 66 licenses and have one year of experience in the investments industry. The role requires strong communication skills, goal setting, and relationship management. The position is full-time with a Monday through Friday schedule and occasional Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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