Wealth Planning & Investment Advisor
Bank of America ATM
Bank of America in Goleta, CA, seeks a financial advisor to deliver comprehensive financial guidance and customized solutions, building plans and recommending brokerage products. The role includes triaging leads, referrals to partners, and client meetings to review goals. You will apply Series 7/66 licenses, complete required trainings, and comply with SAFE Act registration. Strong relationship skills, regulatory due diligence, and a client-centric mindset are essential. #J-18808-Ljbffr
Vacancy posted 4 days ago
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