Financial Solutions Advisor Consumer Investments

Bank of America

Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with

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Financial Solutions Advisor Consumer Investments

Bank of America

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About this role

Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with

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