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Financial Solutions Advisor - SAFE Act Registered Candidate

Bank of America ATM

Bank of America Wakefield Financial Center is seeking a Financial Solutions Advisor Registration Candidate to provide comprehensive financial guidance and customized solutions to clients, helping them reach their goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. This role requires licenses, SAFE Act compliance, and ongoing training. You will build financial plans, identify new clients, and collaborate across teams in a fast-paced #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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