Northeast Houston Financial Solutions Advisor
Bank of America
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. The role involves triaging client leads, referring to business partners, meeting with clients to review financial goals, and building a tailored financial plan using brokerage products and banking services. Required licenses (Series 7 & 66) and experience in investments or financial services, with a track record in sales, relationship building, and regulatory due #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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