Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America is seeking an experienced financial professional to provide comprehensive financial advice and tailored solutions to clients in pursuit of their goals. The role requires completing required licenses and trainings, with SAFE Act registration considerations. Responsibilities include meeting with clients to review goals, building financial plans, and recommending brokerage products and banking strategies. Strong communication and a drive to grow client relationships are essential. #J-18808-Ljbffr
Vacancy posted 1 day ago
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