Strategic Financial Advisor for Investments & Planning

Bank of America is hiring in-office professionals to provide comprehensive financial guidance and customized solutions. You’ll triage leads, refer to partners based on client needs and assets, and meet with clients to review goals and recommend products. Responsibilities include building financial plans with brokerage options, aligning strategies with client goals, and proactively expanding the client base through referrals and center activity. Licenses and ongoing trainings are required. #J-18808-Ljbffr Bank of America