In-Office Financial Planning & Investment Advisor

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients. The role includes triaging leads, making referrals, meeting clients to review goals, and building financial plans with brokerage products. It requires SAFE Act registration and ongoing licenses. Eligibility includes residential loan mortgage originations and required compliance checks. Strong relationship-building and regulatory diligence are essential for success. #J-18808-Ljbffr Bank of America