Investment & Financial Solutions Advisor
Bank of America Corporation
Bank of America in Washington state is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. Responsibilities include triaging leads, referring to partners based on assets, meeting clients to review goals, building financial plans, and recommending brokerage products. The role requires Series 7 and 66 licenses (or 63/65 in lieu), at least one year in investments, and proven sales performance. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 2 days ago
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