Financial Solutions Advisor — Brooklyn & Staten Island
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. The role involves triaging leads, making referrals, reviewing goals with clients, and building financial plans using brokerage products. Licenses and trainings are required, with potential involvement in residential mortgage loans under SAFE Act rules. The position emphasizes meeting client needs, driving growth, and maintaining regulatory #J-18808-Ljbffr Bank of America
Vacancy posted 14 hours ago
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