Investment & Financial Planning Advisor
Bank of America ATM
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, assisting them in achieving financial goals through brokerage products and banking services. The role requires licensing, client triage, referrals, and building financial plans. The position involves meeting clients, reviewing goals, expanding knowledge via required licenses and trainings, and adhering to regulatory standards, including SAFE Act for mortgage lending where #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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