Investment & Financial Planning Advisor
Bank of America Corporation
Bank of America in Avon, CT is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The role requires required licenses and ongoing training, with SAFE Act registration requirements. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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