Investment & Financial Planning Advisor
Bank of America Corporation
Bank of America in Rhode Island is seeking a client-focused financial advisor to triage leads, create financial plans, and guide clients in brokerage products and banking solutions. Responsibilities include meeting with clients, referring to partners by need and asset thresholds, and maintaining compliance with SAFE Act requirements for mortgage loan originations. Licenses and a results-driven mindset are essential. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 8 hours ago
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