Investment & Financial Planning Advisor
Bank of America
Bank of America is hiring for a role that provides comprehensive financial advice and customized solutions to clients. The position involves triaging client leads, coordinating with internal partners, and meeting with clients to review and plan financial and investment goals. Responsibilities include building financial plans, recommending brokerage products, and maintaining required licenses and trainings to comply with SAFE Act requirements. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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