Financial Planning & Investment Advisor
Merrill
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, refer to business partners, meet with clients to review goals, build a financial plan, and recommend brokerage products. This role requires completing required licenses and trainings; it is subject to SAFE Act registration for residential loan mortgage originations with background checks and ongoing compliance. #J-18808-Ljbffr Merrill
Vacancy posted 2 days ago
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