Financial Solutions Advisor: Client Planning & Investments
Bank of America ATM
Bank of America in Fort Worth, Texas, seeks an Investment Advisor to provide comprehensive advice and customized solutions helping clients achieve their financial goals. You will triage client leads, refer to partners, meet clients to review goals, build a financial plan, and recommend brokerage products. This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and the ability to work Monday through Friday with rotating Saturdays. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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