Personal Financial Solutions Advisor
Bank of America
Bank of America in New York is seeking a role that provides comprehensive financial advice and customized solutions to help clients reach financial goals. The role involves triaging leads, referring to partners, and meeting clients to review goals and recommend products. Licensing and training are required, including potential SAFE Act mortgage registration. The position emphasizes client relationship building, expanding assets, and identifying new opportunities via referrals and center #J-18808-Ljbffr
Vacancy posted 12 hours ago
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