Financial Solutions Advisor - Consumer Investments - Plano TX Area
Bank of America•Plano, TX
426d
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About The Position
This position at Bank of America is responsible for 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 building financial plans that include brokerage products. The position requires adherence to SAFE Act registration requirements and involves ongoing training and licensing.
