Client-Focused Financial Planning Advisor
Bank of America
Bank of America in the United States seeks a client advisor to provide comprehensive financial guidance, building plans with investment and banking products to help clients reach goals. The role involves triaging leads, referrals to partners, and reviewing goals with clients. You will work toward SAFE Act requirements for mortgage origination registrations. The position emphasizes compliance, relationship-building, and a customer-first mindset in a fast-paced environment with 40 hours per week #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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