Client Investment & Banking Solutions Advisor in Dumfries

Client Investment & Banking Solutions Advisor in Dumfries

Dumfries Full-Time On-site
Bank of America Corporation

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.

Client Investment & Banking Solutions Advisor in Dumfries employer: Bank of America Corporation

At Bank of America Bromley, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel. As a Senior Data Platform Engineer, you will not only have the opportunity to work with cutting-edge technologies like Spark and Kubernetes but also benefit from extensive professional development and mentorship programmes. Our commitment to employee growth, combined with a supportive team environment, makes us an exceptional employer for those looking to make a meaningful impact in the financial sector.

Bank of America Corporation

Contact Details:

Bank of America Corporation Recruitment Team