Strategic Financial Planner & Investment Advisor
Bank of America
Bank of America in California seeks a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals. You will triage leads, refer to partners, meet with clients, build financial plans, and pursue required licenses and trainings under SAFE Act registration. Responsibilities include planning with brokerage products, referring to internal service providers, and coaching referral partners. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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