Financial Solutions Advisor - Consumer Investments
Bank of America
Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance and customized solutions to clients. You will triage leads, refer to partners, review goals with clients, build financial plans, and propose brokerage products. You will also pursue licenses and training to stay compliant with SAFE Act requirements for mortgage originations. The role emphasizes a structured advisory approach, collaboration with internal partners, and adherence to regulatory due diligence #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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