Financial Advisor
bank of americaChandler, AZ
Financial Advisor
bank of americaChandler, AZ
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment ActivitiesAbout the role
Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency.
You will maintain and deepen client relationships, identify opportunities, and partner with internal teams to tailor solutions. Strong communication and financial market knowledge are essential, with a 40-hour workweek in the
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JOB OVERVIEW
Experience level
Senior
Location
Chandler, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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