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Southeast Wisconsin Financial Solutions Advisor

Bank of America, Madison, WI, United States


A leading financial institution in Madison, Wisconsin, is seeking a Client Advisor to provide tailored financial advice to clients. Responsibilities include developing financial plans, recommending brokerage products, and collaborating with internal partners. Candidates should have strong communication skills and a background in financial services. This role requires a commitment to compliance and is oriented towards building lasting client relationships. The position is full-time with a competitive benefits package. #J-18808-Ljbffr