Financial Solutions Advisor - Client Wealth & Mortgage
Bank of America
Bank of America in Maryland seeks a financial advisor to provide comprehensive client advice, building financial plans that integrate brokerage products and banking solutions to help clients reach their goals. The role involves triaging client needs, making referrals to internal partners, and reviewing financial and investment objectives, with required licenses and SAFE Act compliance for mortgage activities. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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