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Financial Solutions Advisor: Client-Focused Investment Planner

Bank of America

Bank of America in New York is seeking a Client Advisor to help clients plan financial futures by building brokerage plans with stocks, bonds, mutual funds, and other banking solutions. You will identify client needs, make strategic recommendations, and refer to appropriate specialists to manage risk and grow client relationships. The role demands licenses, bilingual Spanish, and a strong ability to juggle multiple tasks in a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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