Financial Planning & Investment Advisor

Bank of America in Pasadena, Texas is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients to achieve their financial goals. Responsibilities include triaging client leads, making referrals to business partners, and building financial plans. Candidates should hold Series 7 & 66 licenses and have experience in the investments and financial services industries. Strong communication and relationship-building skills are crucial. The position offers a structured work schedule with 40 hours per week.
#J-18808-Ljbffr