Wealth & Investment Solutions Advisor
Bank of America ATM
Bank of America in Westlake Village, CA is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve their financial goals with brokerage products, banking, and investment strategies. The role requires Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and a proven ability to triage client needs, refer to partners, and build tailored financial plans. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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