Strategic Financial Solutions Advisor
Bank of America
Bank of America is seeking an advisor to deliver comprehensive financial guidance and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products. You must complete required licenses and training, including SAFE Act registration for mortgage originations. This role emphasizes in-office collaboration with flexible, role-based adjustments to business needs, serving as a pivotal member of the client advisory team #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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