Client-Focused Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a financial client advisor to provide comprehensive advice and customized solutions to help clients reach financial goals. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and promote brokerage products. The role requires required licenses and training, and complies with SAFE Act registration for mortgage originations. Training at a financial center may be followed by phone-based work until a location is determined. #J-18808-Ljbffr Bank of America

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Vacancy posted 4 days ago

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