Financial Solutions Advisor — Build Client Plans & Investments
$70k - $80kBank of America ATM
A leading financial institution in Dublin, CA, is looking for a candidate to provide comprehensive advice and customized solutions to clients for achieving their financial goals. This role involves triaging client leads, meeting clients, and building financial plans. Candidates should hold relevant licenses, have investment industry experience, and demonstrate effective communication and relationship skills. The position offers a salary range of $70,000 - $80,000 annually, depending on qualifications. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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