Investment & Financial Planning Advisor
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Finance & Banking
Job Description & How to Apply Below
Bank of America in the United States is seeking an investment-focused financial professional to triage client leads, meet with clients, and build financial plans with brokerage products and banking solutions. You will work to expand knowledge through required licenses and training and may originate residential mortgage loans as applicable under SAFE Act requirements.
The position emphasizes relationship building, regulatory diligence, and strong client service within a standard 40-hour work
This is a great role to take on the Investment & Financial Planning Advisor role at Bank of America Corporation.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment & Financial Planning Advisor role in the description above.
We appreciate your interest in this position.
Join Bank of America Corporation and contribute to our ongoing work.
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