Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America in Massachusetts seeks a financial professional to provide comprehensive financial guidance and tailored solutions, helping clients reach their goals. You will triage leads, refer to business partners, review goals with clients, build financial plans, and recommend brokerage products. Role requires required licenses and ongoing training, with eligibility for SAFE Act onboarding. Responsibilities include building client plans with brokerage options, assessing risk, and referring #J-18808-Ljbffr
Vacancy posted 13 hours ago
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