Financial Solutions Advisor – Investments & Planning Specialist

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, building financial plans, and recommending brokerage products.

Qualifications include Series 7 & 66 licenses (or 63/65 in lieu), 1+ year in investments, and strong relationship-building skills.

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