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Strategic Financial Solutions Advisor - Investments

Bank of America Corporation

Bank of America is seeking a financial professional in Greenville to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, build financial plans, and recommend brokerage products. You will pursue required licenses and training, including SAFE Act considerations for mortgage-related work. The role emphasizes in-office collaboration with a focus on helping clients achieve their financial goals #J-18808-Ljbffr Bank of America Corporation

Vacancy posted 3 days ago
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