Bank of America in the United States is seeking a financial services qualified who provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, coordinate with business partners based on client needs and asset thresholds, and meet with clients to review goals and recommend products.
Role requires completing licenses and trainings, may involve residential mortgage loan origination under SAFE Act, and adherence to
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📌 Strategic Financial Solutions Advisor (Geelong)
🏢 Bank Of America
📍 Geelong
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