Strategic Financial Solutions Advisor
Bank of America
Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging leads, referring to business partners based on client needs and asset thresholds, and meeting with clients to review investment goals and recommend products. Licenses and trainings are required, and SAFE Act registration applies to residential mortgage loan origination activities. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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