Financial Planning & Investment Advisor
Bank of America Corporation
Bank of America is seeking a licensed financial professional to advise clients, triage leads, and build tailored financial plans using brokerage products. The role emphasizes regulatory compliance, referrals to partners, and a client-centric approach to achieving financial goals. You will review goals with clients, construct financial plans, and recommend banking and investment strategies. This position requires Series 7 & 66 licenses and at least one year in investments or financial services. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 3 days ago
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