Investment Solutions Advisor - Build Customized Financial Plans
Bank of America
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role includes triaging leads, referrals to partners, reviewing goals, building plans, and recommending brokerage products. Licenses (Series 7/66) and continued licensing trainings are required, with potential involvement in residential mortgage activities and SAFE Act compliance. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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