Strategic Financial Advisor - Raleigh/Durham Market
Bank of America ATM
Bank of America is seeking a financial advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners, meet with clients to review goals, and build a financial plan that includes brokerage products. You will pursue required licenses and trainings, and comply with SAFE Act registration and background checks. The role emphasizes in-office collaboration, client relationship development, and delivering tailored investment and #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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