Client-Focused Financial Planner & Investment Advisor
Bank of America
Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, and help clients plan their financial futures using brokerage, banking, and investment products. This role requires completing licenses and regulatory trainings, and it complies with SAFE Act registration requirements. You will work in an in-office environment with flexibility depending on role, and may train at a center before moving #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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