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Strategic Financial Solutions Advisor

Bank of America ATM

Bank of America is seeking a client-focused financial professional to provide comprehensive advice and customized solutions. You will triage leads, refer to partners based on asset thresholds, and meet with clients to review goals and recommend products. Licenses and SAFE Act training are required to fulfill the role. The role involves working with residential mortgage lending under SAFE Act guidelines, with background checks and compliance steps in place. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
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