Financial Planning & Investments Advisor
Bank of America ATM
Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, referrals to partners, reviewing financial goals, building financial plans, and recommending brokerage products. Licenses and training will be pursued to meet SAFE Act requirements for mortgage originations. The position involves meeting clients, developing banking and investment strategies, and expanding the #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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