Strategic Financial Solutions Advisor
Bank of America Corporation
Bank of America in Latham, NY seeks a client advisor to provide comprehensive financial guidance and tailored solutions to help clients reach their goals. You will triage leads, refer to business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products. This role requires obtaining required licenses, strong time management, and relationship-building skills. Some mortgage work may apply under SAFE Act rules. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 2 days ago
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