Financial Planning & Investment Advisor
Bank of America
Bank of America is seeking a licensed financial professional to deliver comprehensive client advice, develop financial plans, and refer services based on client needs. The role emphasizes building relationships and meeting sales goals while maintaining regulatory standards. Responsibilities include planning goals with brokerage products, recommending strategies, triaging requests, and coaching partners. Location flexibility may apply with an in-office culture and ongoing training. #J-18808-Ljbffr Bank of America
Vacancy posted 2 hours ago
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