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Financial Solutions Advisor — SAFE Act Registered & Mortgage-Savvy
Job in
Exton, Chester County, Pennsylvania, 19341, USA
Listed on 2026-08-30
Listing for:
Bank of America
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Exton, PA, seeks a financial professional to provide comprehensive advice and customized solutions helping clients achieve financial goals through planning, investments, and banking products.
Responsibilities include triaging leads, referring to internal partners, and meeting clients to review goals; role requires license readiness and regulatory compliance; mortgage work requires SAFE Act registration.
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