Client-Centric Financial & Investment Advisor
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The role includes triaging leads, referring to partners, reviewing goals, and meeting licensing requirements. SAFE Act registration applies to mortgage loan activities. The position involves building plans with investments and banking products, referring clients to appropriate services, and expanding the client base through referrals. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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