where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through...
Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills... for every location listed At Bank of America, we are guided by a common purpose to help make financial lives better through...
, achieve sales & payroll goals, and complete workload. Review and interpret financial and operational reporting regularly... with consideration of visual standards, special ad set-up and monthly ad planner guidelines, adjusting these as necessary...