Financial Solutions Advisor: Client Investment Planner
Bank of America ATM
Bank of America in Glendora, California seeks a Financial Advisor to provide tailored financial solutions to clients. Key responsibilities include assessing client needs and asset thresholds, creating financial plans, and recommending investment products. Required qualifications include holding Series 7 & 66 licenses and one year of experience in the investments industry. The position requires effective communication and relationship management skills, fostering client trust and satisfaction. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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