Financial Solutions Advisor - Client Wealth Planner
Bank of America
Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals through brokerage, banking, and managed solutions.
The role involves triaging client leads, referring to internal partners based on client needs and assets, and meeting with clients to review goals and recommend products. SAFE Act registration applies to residential mortgage loan origination.
Job description
Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions helping clients reach their financial goals through brokerage, banking, and managed solutions.
The role involves triaging client leads, referring to internal partners based on client needs and assets, and meeting with clients to review goals and recommend products. SAFE Act registration applies to residential mortgage loan origination.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
