Financial Solutions Advisor — East San Gabriel Valley
Bank of America
Bank of America is seeking a financial advisor to deliver comprehensive client guidance and customized investment solutions. The role involves triaging leads, referring to partners, reviewing goals, building financial plans, and recommending brokerage products. Expect mandatory SAFE Act registrations and ongoing training to maintain licenses. Primary duties include planning with clients, recommending strategies, and nurturing client relationships in a goal-driven, compliant environment. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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