SAFE Act Registered Financial Solutions Advisor

Bank of America in New York, NY seeks a financial advisor to help clients achieve financial goals through brokerage products and banking solutions. You will triage client leads, refer to partners, and review goals with clients while maintaining regulatory compliance. The role emphasizes building client relationships, expanding assets under management, and meeting licensing requirements. A hybrid work approach may apply, with training at a financial center and eventual client-facing #J-18808-Ljbffr Bank of America