Financial Advisor
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Licensed Financial Planner & AdvisorBank of America • Katy, TX, United States
Licensed Financial Planner & Advisor
Bank of America • Katy, TX, United States
30+ days ago
Job type
- Full-time
Job description
Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage client leads, refer to partners as needed, meet with clients to review goals, and build financial plans incorporating brokerage products. This role requires Series 7 and 66, at least one year in investments, and the ability to navigate a fast-paced environment while managing regulatory due diligence. #J-18808-Ljbffr
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Licensed Financial Planner & Advisor • Katy, TX, United States
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