Strategic Financial Advisor & Planning Specialist
$70k - $80kBank of America ATM
Bank of America is seeking a knowledgeable financial advisor in Corte Madera, California. This position involves working closely with clients to provide comprehensive financial advice and build tailored financial plans that align with their goals. Responsibilities include triaging client requests, making referrals to other business partners, and guiding clients on investment strategies. The ideal candidate will have Series 7 & 66 licenses and significant experience in the investments and financial services industries. The position offers an annual salary between $70,000 and $80,000, along with strong benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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