Investment & Financial Planning Advisor
Bank of America Financial Center
Bank of America is seeking a financial advisor in Charlotte, NC to provide advice and tailored solutions for clients to help achieve their financial goals. Responsibilities include triaging client leads, reviewing financial goals, and managing client relationships effectively. The ideal candidate holds necessary licenses like Series 7 and 66, has a strong background in finance, and excels in client engagement. A commitment to professional development through ongoing training is essential. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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Bank of America
Charlotte, NC3 days ago
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