Investment & Financial Advisory Expert

02 ott - Treviso
Bank of America

Bank of America in the United States is seeking professionals to provide comprehensive financial advice and customized solutions. The role includes triaging leads, referring to partners, meeting clients to review goals, and building financial plans with brokerage products.
Successful candidates will complete required licenses, undergo SAFE Act registration, and participate in ongoing training. The position emphasizes in-office collaboration with flexible role-based expectations and a focus on
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