Client-Focused Financial Solutions Advisor
Bank of America
Bank of America is seeking a Financial Services Advisor in Brooklyn, NY, to provide comprehensive advice and customized solutions helping clients meet financial goals. The role includes reviewing goals, recommending products, and completing required licenses and training. Responsibilities include triaging leads, referring clients to partners, and meeting with clients to assess assets and investment objectives. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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