Financial Solutions Advisor: Client Planning & Investments

Bank of America ATM

Bank of America in Boston, MA is seeking a financial advisor to deliver comprehensive guidance and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products. This role requires obtaining required licenses and building strong client relationships in a fast-paced environment. Prior financial services or sales experience is preferred; bilingual Spanish is a plus; the #J-18808-Ljbffr Bank of America

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Vacancy posted 2 days ago

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