Client-Focused Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking an advisor to provide comprehensive financial guidance and customized solutions to clients. The role involves triaging leads, referring to internal specialists, and meeting with clients to review goals and recommend products. Licenses and trainings are required, and SAFE Act registration applies to mortgage-related activities. The position emphasizes building client relationships, planning financial strategies, and supporting a range of retirement, investment, and #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 23 hours ago
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