Financial Solutions Advisor: Client Investment Planner
Bank of America
Bank of America in California is seeking a qualified financial advisor to provide tailored solutions to clients and help them achieve financial success. This role entails working with clients to develop short and long-term financial plans, recommending suitable products, and managing client interactions while ensuring regulatory compliance. The ideal candidate will have at least one year of experience in the investment industry, currently holds Series 7 and 66 licenses, and possess strong relationship-building skills. This full-time position offers competitive pay and comprehensive benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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