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Client-Focused Financial Solutions Advisor

Bank of America ATM

Bank of America is hiring for a role focused on providing comprehensive financial advice and customized solutions to clients, including building financial plans and recommending brokerage products. The position involves licensing requirements and SAFE Act registration for residential mortgage loan origination, with background checks and ongoing compliance. Primary duties include triaging client leads, meeting with clients to review goals, and referring to business partners. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
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