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Strategic Financial Solutions Advisor

Job in Exton, Chester County, Pennsylvania, 19341, USA
Listing for: Bank of America
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Bank of America in Exton, Pennsylvania is seeking a financial advisor to provide customized solutions for clients to achieve their financial goals. Responsibilities include meeting with clients to review financial plans, triaging requests, and recommending brokerage products.

This role requires strong communication skills, a focus on client experience, and the ability to manage multiple tasks efficiently. Required qualifications include Series 7 and 66 licenses and a minimum of one year in the investments industry.

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