Client-Centric Financial Solutions Advisor
Bank of America Corporation
Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to internal partners, and reviewing goals with clients, including licenses and SAFE Act considerations. The role emphasizes building relationships, meeting regulatory requirements, and driving responsible growth within an in-office culture, with geographic flexibility based #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 5 days ago
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