Wealth Planning & Investment Solutions Advisor
Bank of America
Bank of America in North Palm Beach seeks a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves triaging client leads, meeting clients to review financial goals, and recommending brokerage products. Required qualifications include current Series 7 & 66 licenses and at least one year of relevant experience. The successful candidate will thrive in a fast-paced environment and build strong client relationships while ensuring client satisfaction. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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