Client-Focused Financial Solutions Advisor
Bank of America ATM
Bank of America in Los Gatos is seeking a dedicated financial advisor to provide customized solutions for clients' financial goals. Responsibilities include planning, triaging client leads, and making referrals based on client needs. This role requires a High School Diploma and Series 7 & 66 licenses. Ideal candidates will have significant experience in the investments industry and strong relationship-building skills. Competitive salary and benefits package available. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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