Investment & Financial Planning Advisor
Bank of America ATM
Bank of America is hiring a licensed investment advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, review financial goals, build financial plans, and recommend brokerage products. You will also pursue SAFE Act requirements for mortgage-related activities where applicable. You will work with clients to align banking and investments with their goals, expand your client base, and collaborate with internal partners to deliver #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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