Financial Planning & Investment Advisor
Bank of America ATM
Bank of America is hiring a Financial Advisor who provides comprehensive guidance and customized solutions to help clients reach their financial goals. Responsibilities include triaging leads, referrals to partners based on asset thresholds, meeting with clients to review goals, building financial plans, and recommending brokerage products. The role requires licenses and ongoing training, with SAFE Act registration for mortgage loan work. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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