Bank of America in Scottsdale, AZ seeks a finance professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, building plans, and recommending brokerage products, while completing required licenses and trainings.
POSITION requires SAFE Act registration and compliance; candidates should be prepared for a structured, in-office workflow with possible
#J-18808-LjbffrInvestment & Banking Solutions Advisor in scottsdale at Unknown Company
This position is listed as full time and onsite.