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Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized investment solutions. You will triage leads, refer to partners, and meet with clients to review goals, build financial plans, and recommend brokerage products such as stocks, bonds, and mutual funds. The role requires licenses (Series 7/66 or 63/65) and prior investments experience; you will operate in a fast-paced environment with rotating Saturdays and a Monday–Friday schedule at #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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