Investment & Financial Planning Advisor
Bank of America ATM
Bank of America in Oklahoma City seeks a financial services professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals with brokerage products and banking solutions. You will triage client leads, refer to partners, meet with clients to review goals, build financial plans, and ensure compliance with licensing and SAFE Act requirements. This role demands strong client service and regulatory awareness. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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