Client-Focused Financial Solutions Advisor
Bank of America
Bank of America is seeking a proactive Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals with clients while pursuing required licenses and trainings. SAFE Act registration is required for mortgage-related duties. You will build financial plans using brokerage products, develop tailored investment strategies, and expand client #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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