Investment & Financial Planning Advisor
Bank of America
Bank of America is seeking a client-focused advisor to provide comprehensive financial guidance and customized solutions. The role involves triaging leads, routing referrals, and meeting with clients to review goals, build financial plans, and recommend brokerage products. The position requires SAFE Act registration and valid securities licenses. You will work in a collaborative, in-office environment with ongoing training and development opportunities. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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