• Financial Solutions Advisor

    Bank of America (Baltimore, MD)
    Financial Solutions Advisor -...review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making...and long-term financial goals by building a financial plan with brokerage products, including stocks,… more
    Bank of America (02/10/24)
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