Investment & Banking Solutions Advisor
Bank of America ATM
Bank of America in Walnut Creek, CA is seeking a Financial Advisor to guide clients toward their financial goals. You will triage leads, refer to partners based on assets, review goals, and build comprehensive financial plans with brokerage products. Responsibilities include meeting clients, recommending strategies, and ensuring compliance with regulatory requirements such as SAFE Act. Monday–Friday with rotating Saturdays is typical. Great benefits and career growth await. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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