This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products, recommending banking and investments strategies, and triaging client requests.
Bank of America offers industry-leading benefits, access to paid time off, resources and support to employees.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.