Strategic Financial Solutions Advisor
Bank of America
Bank of America in Worcester, MA is seeking a client-focused financial advisor to help clients reach their financial goals through brokerage products and personalized planning. The role includes triaging leads, making referrals to partners, and meeting with clients to review goals and risk tolerance. You will work under SAFE Act rules for mortgage lending when applicable and complete required licenses and trainings. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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