Bank of America
A major financial institution located in Saratoga Springs, NY is seeking a dedicated financial advisor to assist clients in achieving their financial goals. The ideal candidate possesses Series 7 & 66 licenses, has relevant experience in the investments industry, and demonstrates strong communication and relationship-building skills. This position entails advising clients, triaging requests, and integrating regulatory due diligence into strategies. A commitment to client service and ability to thrive in a fast-paced environment is essential.
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