Financial Solutions Advisor: Build Custom Financial Plans
Bank of America
Bank of America is seeking a qualified professional in Cupertino, CA to provide comprehensive financial advice and solutions to clients. This role emphasizes triaging client leads, conducting meetings to review financial goals, and recommending suitable brokerage products. Candidates must hold Series7 and Series66 licenses, possess strong communication skills, and have a minimum of one year experience in the investment industry. Competitive pay and benefits are offered. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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