Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach financial goals. You will triage leads, refer to partners by asset thresholds, meet with clients to review goals, build plans, and recommend brokerage products. Licensing and ongoing training are required. The role may involve residential mortgage-related duties with SAFE Act registration, and some in-office attendance with role-based flexibility. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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