Strategic Financial Solutions Advisor
Bank of America Corporation
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to partners based on needs and asset thresholds, and meeting with clients to review goals and build financial plans. Licensing, ongoing training, and SAFE Act compliance are required. The position emphasizes relationship-building, regulatory due diligence, and collaboration with internal partners #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 3 days ago
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