Financial Solutions Advisor - Client Growth & Planning (LA)
Bank of America
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, referring to partners, meeting with clients to review goals, building financial plans, and recommending brokerage products while pursuing necessary licenses. The position requires SAFE Act registration for residential mortgage originations and ongoing background checks. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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