Bank of America
A leading financial institution is seeking a Financial Solutions Advisor to provide customized solutions and comprehensive advice to clients to help them achieve financial goals. The role involves triaging client leads, building financial plans, and recommending brokerage products. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial service industry. A commitment to an inclusive workplace and client engagement is essential. The work environment is office-based, ensuring team collaboration.
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