Strategic Financial Planner & Investment Advisor
Bank of America ATM
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging client leads, referring to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities include planning with clients, recommending banking and investments strategies, #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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