Bank of America in multiple locations seeks a financial advisor to provide comprehensive advice and customized solutions to clients. The role involves triaging leads, referring to business partners, and meeting clients to review goals, build financial plans, and recommend brokerage products.
Training and licensing updates are required, including PROTECTED Act compliance. This position emphasizes adherence to regulatory due diligence while delivering personalized client service and investment
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📌 Strategic Financial Solutions Advisor (Burlington)
🏢 Bank of America
📍 Burlington
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