Strategic Investment & Financial Planning Advisor
Bank of America
Bank of America is seeking a financial advisor-like professional to provide tailored financial planning and brokerage guidance to clients in San Ramon. You will review goals, craft investment strategies, and collaborate with banking partners to meet advisory needs. Responsibilities include triaging client requests, expanding client base, and coaching referral partners, all while maintaining regulatory compliance and safeguarding client interests in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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