Strategic Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, making referrals, and meeting with clients to review goals and recommend products, with SAFE Act licensing requirements. This position supports residential mortgage loan activity and requires Series 7 and 66 (or 63/65) licenses, strong relationship building, pipeline management, and #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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