Financial Solutions Advisor — Client-Centric Wealth Planning
Bank of America
Bank of America in Chandler, AZ is seeking a Merrill Participant Services Financial Solutions Advisor to engage participants in goals-based conversations and provide education on investments within a Bank of America/Merrill framework. This role supports clients transitioning across employment stages and builds long-term relationships in a contact center setting. You will develop financial plans using brokerage products (stocks, bonds, funds, annuities) and coordinate with partners to meet client #J-18808-Ljbffr Bank of America
Vacancy posted 7 hours ago
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