Financial Solutions Advisor: Client Planning & Mortgage
Bank of America ATM
Bank of America in Rockville, MD seeks a financial professional to advise clients, plan financial outcomes, and assemble brokerage and banking solutions. You will triage referrals, review goals, and tailor investment strategies to client needs, while pursuing required licenses and SAFE Act training. Responsibilities include identifying new clients, presenting financial plans, and ensuring compliance with regulatory requirements in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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