Strategic Financial Advisor: Investments & Planning
Bank of America ATM
Bank of America in Downey, CA is hiring a Financial Consultant to provide comprehensive advice and customized solutions to clients to help them meet their financial goals. You will triage client leads, refer to partners based on client needs and asset thresholds, meet with clients to review goals, build a financial plan, and recommend brokerage products. This role requires SAFE Act registration and licenses; bilingual Spanish is preferred. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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