Client-Centric Financial Solutions Advisor
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referrals to business partners, and reviewing goals to recommend products while completing required licenses and trainings. Residential mortgage SAFE Act considerations may apply. Responsibilities include building financial plans with brokerage products (stocks, bonds, mutual funds, annuities) and mitigating #J-18808-Ljbffr Bank of America
Vacancy posted 3 hours ago
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