Financial Solutions Advisor: Investments & Planning
Bank of America Corporation
Bank of America is hiring in-office financial professionals to help clients achieve their financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products. You will complete required licenses and trainings, and may handle residential mortgage loan guidance under SAFE Act requirements. Responsibilities include planning client financial goals, recommending strategies, and building relationships while managing risk in a fast-paced #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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