Financial Advisor

Bank of America ATM

Bank of America is seeking a Merrill Participant Services Financial Solutions Advisor (FSA) to engage participants in goals-based conversations within a contact center environment. You will educate clients about investments, build financial plans and coordinate with partners to deliver comprehensive solutions. The role emphasizes licensing with Series 7/66, continuous learning, and the ability to guide clients through retirement and investment transitions while meeting regulatory requirements. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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