Financial Solutions Advisor — Raleigh/Durham: Client Planning
Bank of America ATM
Bank of America in the United States seeks an experienced, licensed advisor to help clients achieve their financial goals by building comprehensive financial plans and recommending brokerage products including stocks, bonds, mutual funds, annuities, and related banking solutions. The role involves triaging client leads, making referrals to business partners, meeting with clients to review goals, and expanding licenses. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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