Financial Solutions Advisor: Craft Plans for Clients
Bank of America ATM
Bank of America in California seeks a financial advisor to provide comprehensive advice and customized solutions helping clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, and build financial plans with brokerage products. Role requires Series 7 & 66 licenses, ongoing training, and SAFE Act registration for mortgage activities; strong relationship skills are essential. #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 5 days ago
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