Strategic Financial Planning Advisor
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Finance & Banking
Job Description & How to Apply Below
Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.
Responsibilities include triaging client leads, referrals, and building financial plans. Licenses (Series 7/66 or 63/65) and industry experience are required, with ongoing licensing and trainings. SAFE Act registration applies. Benefits eligible.
Consider building your career as a Strategic Financial Planning Advisor at Bank of America Corporation.
Join us at Bank of America Corporation as our next Strategic Financial Planning Advisor in Mount Vernon, WA, United States.
We are currently recruiting a Strategic Financial Planning Advisor for our team in Mount Vernon, WA, United States.
This is a strong role to take on the Strategic Financial Planning Advisor role at Bank of America Corporation.
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