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Financial Solutions Advisor: Investments & Planning

Bank of America ATM

Bank of America is seeking a client-focused financial professional to deliver tailored financial advice and planning. You will triage client leads, refer to business partners, and review goals with clients to build robust financial plans using brokerage products. The role requires Series 7 & 66 licenses (or equivalents), strong relationship skills, and the ability to work in a fast-paced, in-office environment with typical 40-hour weeks and some Saturday availability. #J-18808-Ljbffr Bank of America

Vacancy posted 23 hours ago
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