Strategic Financial Planning & Investment Advisor
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Finance & Banking
Job Description & How to Apply Below
Bank of America in Edmond, OK is seeking a financial advisor to provide tailored guidance to clients, triage leads, and refer to business partners based on asset thresholds. You will meet with clients to review goals, build financial plans, and recommend brokerage products.
This role requires licenses (Series 7 & 66 or 63/65), at least one year in investments, and a track record in a sales environment. Training will occur at a financial center with potential transition to a phone-based capacity;
Consider building your career as a Strategic Financial Planning & Investment Advisor at Bank of America Corporation.
This is a genuine role to take on the Strategic Financial Planning & Investment Advisor role at Bank of America Corporation.
As a Strategic Financial Planning & Investment Advisor, you will play an important part at Bank of America Corporation in Edmond, OK, United States.
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