Position Expired
This job is no longer accepting applications.
Financial Solutions Advisor
Bank of America
- *Job Summary:**
This role involves providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
- Key responsibilities include triaging client leads, making referrals based on client needs and asset thresholds,
- meeting with clients to review financial and investment goals,
- building a financial plan, and recommending brokerage products.
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