Client-Focused Financial Solutions Advisor
Bank of America ATM
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage leads, refer to business partners, meet with clients to review goals and recommend products, and pursue required licenses and trainings. Responsibilities include building financial plans with brokerage products, suggesting banking and investment strategies, triaging requests, and identifying new clients. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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