Financial Solutions Advisor: Build Custom Investment Plans
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. You will triage leads, refer to business partners based on client needs, meet with clients to review goals, build a financial plan, and recommend brokerage products. The role requires licenses and SAFE Act compliance. Responsibilities include planning client goals with brokerage products, evaluating investments, and collaborating with #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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