Financial Solutions Advisor — Client Planning & Investments
Bank of America ATM
Bank of America is seeking a licensed financial professional to advise clients on investments and banking solutions. You will develop financial plans, review goals, and refer clients to internal partners based on needs and assets. Licensing and regulatory compliance are essential. The role requires Series 7 and 66 licenses (or equivalents) and at least one year in investments or financial services, with a drive to meet sales goals and build strong client relationships. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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