Financial Solutions Advisor — SAFE Act Registered & Mortgage-Savvy
Bank of America
Bank of America in Exton, PA, seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals through planning, investments, and banking products. Responsibilities include triaging leads, referring to internal partners, and meeting clients to review goals; role requires license readiness and regulatory compliance; mortgage work requires SAFE Act registration. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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