Strategic Investment & Financial Planner
Bank of America ATM
Bank of America in the United States seeks a client advisor to provide comprehensive financial guidance, review goals, and recommend brokerage and banking solutions. The role focuses on building trusted client relationships and coordinating with internal partners to tailor plans that meet asset thresholds. Candidates should hold Series 7 and 66 licenses or equivalents, have at least one year in investments, and be ready for a Monday–Friday schedule with rotating Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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