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Strategic Financial Solutions Advisor

Bank of America

Bank of America is hiring in Sarasota, FL for a role providing comprehensive financial guidance and customized solutions to clients. The position involves triaging leads, meeting clients to review goals, building plans, and recommending brokerage products. Licenses and required trainings are part of the job, with potential mortgage loan responsibilities under SAFE Act rules. The role emphasizes building client relationships, collaborating with partners, and maintaining compliance in a fast-paced #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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