Strategic Investment & Financial Planning Advisor
$70k - $80kBank of America
Bank of America in San Francisco is looking for a motivated financial consultant to help clients achieve their financial goals through effective planning and investment strategies. The ideal candidate holds Series 7 & 66 licenses or is eligible to complete them shortly. This role emphasizes relationship-building with clients and includes managing client requests and advising on appropriate financial products. A high school diploma is the minimum requirement, with a preference for candidates holding additional financial certifications. The position offers an annual salary between $70,000 and $80,000, with benefits including a formulaic incentive plan and paid time off. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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