Investment & Financial Planning Advisor
Bank of America Corporation
Bank of America in California seeks a financial professional to provide comprehensive advice and customized solutions, including triaging client leads, making referrals, and building financial plans with brokerage products. The role emphasizes regulatory due diligence and SAFE Act awareness. The position requires Series 7 and 66 (or equivalents) licenses, at least one year in investments and in financial services or sales, and thrives in a fast-paced, client-focused environment with a 40-hour #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 18 hours ago
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