Financial Solutions Advisor Personal Wealth Planner
Bank of America ATM
Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products. The position emphasizes SAFE Act registration for residential mortgage loans and ongoing licensing training. The candidate will build financial plans using brokerage products and banking solutions, identify new clients, and maintain strong client relationships in a #J-18808-Ljbffr Bank of America
Vacancy posted 6 days ago
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