Investment & Financial Planning Advisor

Bank of America • Full-time • Roswell, GA • 2h ago

Bank of America in United States (Georgia) is hiring a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners based on client needs and assets, and meet with clients to review goals and build plans.The role requires licenses (Series 7 and 66 or 63/65 with completion), at least one year in investments and financial services, and a strong ability to manage relationships and#J-18808-Ljbffr

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