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Investment & Financial Planning Advisor

Bank of America ATM

United States Digital Space LLC is seeking a financial advisor to help clients reach their financial goals, triaging leads, meeting with clients, and building financial plans with brokerage products. This role requires SAFE Act registration and ongoing compliance. Candidates should hold Series 7 and 66 licenses (63/65 acceptable with plan to complete missing series). Strong communication and relationship-building skills are essential; the position is in-office across multiple California #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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