Financial Solutions Advisor: Client Planning & Investments
Bank of America ATM
Bank of America in Concord, NC seeks a financial advisor to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products. You will pursue required licenses and trainings, including SAFE Act considerations for mortgage-related work. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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