Strategic Wealth Advisor & Investment Planner
Sacbar
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, triaging leads, referring to partners, and meeting with clients to review goals, build a financial plan, and recommend brokerage products. The role requires Series 7 & 66 licenses (or 63/65), at least one year in the investments or financial services industry, and the ability to engage clients with strong communication, relationship-building and time-management skills in a #J-18808-Ljbffr Sacbar
Vacancy posted 2 days ago
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