Wealth & Financial Solutions Advisor
Bank of America
Bank of America in Waltham, MA is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage leads, refer to partners, and meet with clients to review goals and recommend products. The role requires licenses and strong relationship skills, with SAF E Act training to follow. The position involves identifying new clients, managing multiple tasks in a fast-paced environment, and adhering to #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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