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Financial Solutions Advisor - Seattle & Puget Sound

Bank of America

Bank of America in Washington state seeks a client-focused financial advisor to triage leads, review goals, and recommend banking and investment solutions. The role involves licensed activity including potential mortgage work and SAFE Act compliance with registration. Responsibilities include building financial plans, referring clients to partners, and growing new business while managing risk in a collaborative, in-office environment across multiple WA locations. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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