Strategic Financial Planner & Investment Advisor
Bank of America Financial Center
Bank of America is seeking a financial advisor to provide comprehensive guidance and customized wealth solutions. You will triage client leads, review financial goals, and build plans using brokerage products and banking services. Expect to obtain required licenses and complete trainings, with SAFE Act obligations for residential mortgage origination. Key duties include meeting clients, building financial plans, and referring to partners based on asset thresholds while ensuring compliance and #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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