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Wealth & Investment Solutions Advisor

Bank of America

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, triage leads, and build customized plans that include brokerage products. The role requires building referrals to business partners and maintaining regulatory compliance including SAFE Act requirements. The candidate should have Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
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