Client-Focused Financial Solutions Advisor

Bank of America

Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals through brokerage products and mortgage considerations. The role includes triaging client leads, referring to partners based on needs and assets, and meeting with clients to review goals while pursuing required licenses and trainings. SAFE Act registration applies for mortgage originations. #J-18808-Ljbffr Bank of America

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Vacancy posted 2 days ago

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