Financial Solutions Advisor — Build Wealth & Guide Clients
Bank of America ATM
Bank of America in the United States is seeking a financial advisor to provide comprehensive advice and customized solutions helping clients reach their financial goals. You will triage client leads, refer to partners based on needs and asset thresholds, and meet with clients to review goals and recommend products. This role emphasizes obtaining licenses, building client relationships, and a client-first mindset in a fast-paced environment, with potential mortgage-related responsibilities and #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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