Investment Advisor
Bank of America ATM
Bank of America in Texas is seeking a client-focused financial professional to provide comprehensive guidance and customized solutions to help clients reach their financial goals. The role involves triaging leads, making referrals to internal partners based on client needs and asset thresholds, and meeting with clients to review goals and recommend appropriate products, including mortgage-related options subject to SAFE Act registration. #J-18808-Ljbffr
Vacancy posted 22 hours ago
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