
Financial Solutions Advisor - Southeast Wisconsin
Bank of America, Milwaukee, Wisconsin, United States, 53244
A leading financial institution in Milwaukee seeks a financial advisor responsible for providing tailored financial solutions to clients. Key responsibilities include planning and managing client financial goals, recommending effective investment strategies, and collaborating with partners to enhance service delivery. Requirements include Series 7 & 66 licenses and prior experience in the financial services sector. The role involves strong client relationship management and a commitment to regulatory standards.
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