Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking an experienced financial professional to provide comprehensive client advice, build financial plans, and recommend brokerage and banking products. The role includes triaging client leads, referrals to business partners, and ongoing client engagement to meet financial goals. Requirements include Series 7 & 66 licenses and a minimum of one year in investments or financial services, with a strong emphasis on relationship-building and regulatory due diligence. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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