Strategic Investment & Financial Planning Advisor

Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions to help clients achieve their financial goals. You will triage client leads, refer to partners, and meet with clients to review goals, build plans, and recommend brokerage products. This role requires ongoing license training and a strong focus on client service. The position requires Series 7 and 66 (or 63/65), with at least one year in investments or financial services, #J-18808-Ljbffr Bank of America