Wealth & Investment Solutions Advisor
Habitat For Humanity Of Durham
Bank of America is recruiting for a financial advisor role focused on delivering comprehensive advice and customized solutions to clients. The position involves triaging leads, referring to partners based on client needs and asset thresholds, and reviewing goals with clients to propose suitable products and services. Additionally, licenses and ongoing training are required; the job may include residential mortgage loan origination and SAFE Act registration processes. #J-18808-Ljbffr Habitat For Humanity Of Durham
Vacancy posted 1 hour ago
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