Financial Solutions Advisor: Consumer Investments
Merrill
Bank of America in the United States seeks a financial professional to deliver comprehensive advice and customized solutions to clients. You will triage leads, refer to business partners, meet with clients to review goals, build plans, and recommend brokerage products. Licenses and trainings are required to expand knowledge and ensure SAFE Act compliance for mortgage activity. The role emphasizes collaboration, in-office culture, and ongoing development, with expectations to work Monday–Friday #J-18808-Ljbffr Merrill
Vacancy posted 1 day ago
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