Client-Focused Wealth Planner & Investment Advisor
Bank of America ATM
Bank of America is looking for a dedicated professional to provide comprehensive financial advice and customized solutions to clients. Responsibilities include planning financial goals, making referrals, and recommending brokerage products. Qualified candidates should hold specific securities licenses and have a strong background in the financial services industry. The position requires excellent communication skills and the ability to manage client relationships effectively. This role also requires compliance with SAFE Act registration requirements. #J-18808-Ljbffr Bank of America
Vacancy posted 18 hours ago
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