Financial Planning & Investment Advisor
Bank of America ATM
Bank of America is hiring a licensed financial professional in Westminster, CA area to provide comprehensive financial advice and customized solutions. You will triage client leads, refer to partners based on needs, and meet with clients to review goals and build a financial plan using brokerage products. Role requires Series 7 and 66 licenses, with potential 63/65 substitution and a pass within 60 days. SAFE Act registration and background checks apply, and excellent client relationships are #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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