Wealth & Financial Solutions Advisor
Bank of America
Bank of America in New York is seeking a client-focused financial advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals. The role includes triaging leads, meeting clients, building financial plans, and recommending brokerage products, with licensing/training required and SAFE Act considerations for mortgage originations. This position emphasizes relationship building, risk mitigation, and collaboration with internal partners. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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