Financial Solutions Advisor (SAFE Act Registered)
Bank of America
Bank of America in Beverly, MA is hiring for a role focused on delivering tailored financial solutions to clients. You will triage leads, refer to internal partners, and meet with clients to review goals and recommend products. You will apply licenses and training to provide comprehensive guidance, with potential involvement in residential mortgage loans under SAFE Act requirements. The role emphasizes building relationships, advising on investments, and managing risk in a fast-paced environment #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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