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Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a dedicated professional to provide comprehensive financial guidance and customized brokerage solutions. You will triage leads, refer to partners by client needs and assets, and meet with clients to review goals and build a plan. You will complete required licenses and trainings to stay compliant with SAFE Act rules for residential mortgage originations. The role emphasizes building client relationships, collaborating with partners, and guiding clients toward suitable #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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