Investment & Financial Planning Advisor
Bank of America ATM
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role includes triaging leads, referring to partners, and meeting with clients to review goals and build a financial plan. Builds financial plans, recommends brokerage products, and maintains required licenses and trainings. The position requires SAFE Act registration for certain mortgage originations and adherence to regulatory due #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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