Wealth Planning & Investment Advisor
ghr
Bank of America in Montvale, NJ seeks a financial advisor-like professional to provide comprehensive advice, build financial plans, and recommend brokerage products. You will triage leads, refer to partners based on client needs, and ensure compliance with SAFE Act requirements for mortgage-related activities. The role emphasizes meeting clients, reviewing goals, and delivering tailored solutions while progressing licensing and trainings. #J-18808-Ljbffr ghr
Vacancy posted 2 days ago
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