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Financial Solutions Advisor — Client Growth & Planning

Bank of America, White Plains, NY, United States


Bank of America is seeking a client-focused individual to provide comprehensive financial advice in White Plains, NY. Responsibilities include building financial plans with clients, triaging requests, and recommending appropriate banking and investment strategies. The role requires a High School Diploma, relevant licenses, and skills in client management and communication. The pay rate ranges from $28.85 to $33.65 per hour based on experience. Bank of America is dedicated to fostering an inclusive workplace and offers benefits designed for employee wellness.
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