Strategic Financial Solutions Advisor
Bank of America
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals, build plans, and recommend brokerage products. Active licenses and ongoing training are expected, including SAFE Act compliance for mortgage duties. The role requires engaging clients Monday-Friday with a willingness to work rotating Saturdays where #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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