Strategic Wealth & Investment Advisor
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Finance & Banking
Job Description & How to Apply Below
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions. You will triage client leads, review goals, and build a financial plan using brokerage products.
The role emphasizes regulatory due diligence and collaborating with internal partners to meet client needs. The position requires Series 7 & 66 licenses (63/65 accepted) and at least one year in investments, with a focus on relationship-building in a fast-paced environment.
The Strategic Wealth & Investment Advisor role at Bank of America Corporation is now open for applications in Des Moines, IA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Strategic Wealth & Investment Advisor role in the description above.
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