Strategic Financial Solutions Advisor
Bank of America
Bank of America seeks a client adviser to deliver comprehensive financial advice and customized solutions aligned with client goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. Licenses and regulatory trainings are required, including SAFE Act considerations for mortgage-related work. Responsibilities include building financial plans, coordinating with internal specialists, and expanding the client base while maintaining risk controls #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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