Financial Solutions Advisor - Client-Focused Investment Planner
Bank of America ATM
Bank of America in Wakefield, RI seeks a Client Advisor to provide comprehensive financial advice and customized solutions, reviewing goals and recommending products. The role involves licensing requirements and SAFE Act considerations, with in‑office collaboration and flexible role expectations. Responsibilities include building financial plans, triaging requests, and referring clients to partners. Strong communication and relationship skills are essential for success in a fast paced #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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