Strategic Financial Solutions Advisor
Bank of America
Bank of America is hiring to provide comprehensive financial guidance and customized solutions to clients. The role focuses on triaging leads, referring to partners, and meeting with clients to review goals, build plans, and recommend brokerage products. Expect licenses, ongoing training, and SAFE Act compliance as part of duties. The position involves identifying client needs, delivering banking and investment strategies, and expanding the client base while adhering to regulatory requirements. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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