Personal Financial Solutions Advisor Job at Bank of America, Dallas, TX

  • Bank of America
  • Dallas, TX

Job Description

Bank of America in the United States seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging client leads, referring to partners, and reviewing goals to recommend banking and investment products. Responsibilities include building financial plans with brokerage products, expanding client relationships, and meeting licensing requirements. #J-18808-Ljbffr

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