Wealth & Investment Solutions Advisor
Sacbar
Bank of America in San Ramon is hiring a Financial Advisor to provide comprehensive financial planning and customized solutions. You will triage client leads, refer to partners, review goals, and build plans with brokerage products. Licensing requirements include Series 7 and 66 (63/65 as substitute). The role emphasizes relationship-building, compliance, and a strong client focus in a fast-paced environment. #J-18808-Ljbffr Sacbar
Vacancy posted 5 days ago
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