Financial Solutions Advisor - Client Investment Planner
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Finance & Banking
Job Description & How to Apply Below
Bank of America is seeking a results-oriented financial professional to join our team in a client-focused role. You will plan short- and long-term financial strategies for clients using brokerage products and banking solutions, while building trusted relationships and triaging requests to appropriate specialists.
The role requires active licenses (Series 7 & 66 or 63/65 in lieu) and experience in investments or financial services.
This posting is for the Financial Solutions Advisor
- Client Investment Planner role at Bank of America, based in Austin, TX, United States.
We appreciate your interest in this position.
Join Bank of America and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Financial Solutions Advisor
- Client Investment Planner position at Bank of America in Austin, TX, United States.
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