Client Investment & Banking Solutions Advisor

Bank of America is recruiting for a client-focused financial advisor role, offering guidance on banking and investment products to help clients reach their financial goals. The role requires Series 7 and 66 (or 63/65) licenses and at least one year in financial services or sales, with a focus on building relationships and achieving targets.

Responsibilities include triaging client needs, referrals, risk mitigation, and meeting regulatory due diligence requirements in daily activities.

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