• Merrill Financial Solutions Advisor…

    Bank of America (Venice, FL)
    …requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses ​ **Skills:** + Account Management… more
    Bank of America (09/17/24)
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  • Financial Solutions Advisor - Consumer Investments…

    Bank of America (Venice, FL)
    …requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory *… more
    Bank of America (09/01/24)
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