Strategic Financial Solutions Advisor
Bank of America
Bank of America in Walnut Creek, CA, is seeking a client-focused advisor to deliver tailored financial solutions and planning. You will triage leads, refer to partners, and meet with clients to align goals with investments and banking products. You will complete required licenses and participate in SAFE Act processes as applicable, with a strong emphasis on regulatory due diligence and client advocacy. This role requires Series 7/66 and prior investment experience, a fiduciary mindset, and the #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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