Investment & Financial Solutions Advisor
Bank of America
Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves building financial plans, referring to partners based on client needs, and meeting with clients to review goals and assets. Licenses and trainings must be completed as required, with SAFE Act registration obligations. Candidates will triage leads, expand client base, and manage risk in a fast-paced environment while delivering personalized banking and investment #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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