Bank of America
Financial Solutions Advisor: Plan & Grow Clients (Bilingual)
Bank of America, San Juan, San Juan, us, 00902
A leading financial services firm is seeking an experienced advisor in San Juan, Puerto Rico, to help clients achieve their financial goals. The role includes creating tailored financial plans, recommending investment strategies, and ensuring compliance with licensing requirements. Candidates should possess Series 7 & 66 licenses, experience in the financial industry, and a customer-focused approach. Strong communication skills and bilingual abilities in Spanish are preferred. Comprehensive training and support provided.
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