Strategic Financial Solutions Advisor (Geelong)

Strategic Financial Solutions Advisor (Geelong)

25 Sep
|
Bank Of America
|
Geelong

25 Sep

Bank Of America

Geelong

Bank of America in the United States is seeking a financial services professional 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 PROTECTED Act, and adherence to
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📌 Strategic Financial Solutions Advisor (Geelong)
🏢 Bank Of America
📍 Geelong

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