Strategic Financial Solutions Advisor
Bank of America
Bank of America seeks a financial advisor to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referrals to business partners, meeting with clients to review goals, building a financial plan, and recommending brokerage products. This role requires completing required licenses and trainings, SAFE Act registration, and background checks. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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