Financial Solutions Advisor - Consumer Investments - Alamo Financial Center
Disability Solutions•Alamo, TX
398d•$70,000 - $80,000
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About The Position
This position at Bank of America is focused on providing comprehensive financial advice and customized solutions to clients, helping them achieve their financial goals. The role involves triaging client leads, making referrals to business partners, meeting with clients to review their financial and investment goals, and recommending appropriate brokerage products. The position requires adherence to SAFE Act registration requirements and emphasizes the importance of building strong client relationships while managing risks effectively.
