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Strategic Financial Solutions Advisor

Bank of America

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners based on client needs and assets, and meet with clients to review planning and brokerage products. The role requires licenses (Series 7 & 66 or 63/65 with 66 target), and a minimum of three years in financial services or sales with investment experience. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
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