Strategic Financial Advisor & Investment Planner

Bank of America ATM

Bank of America is seeking a client-focused financial advisor to help clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products. Licenses and training will be completed as required, including SAFE Act registration for mortgage activities. You will work a Monday–Friday schedule with potential Saturday rotation, handling a range of banking and investment solutions while ensuring #J-18808-Ljbffr Bank of America

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Vacancy posted 4 days ago

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