Investment Solutions & Planning Advisor
Bank of America
Bank of America is hiring in California for a role focused on providing comprehensive financial advice and customized solutions to clients. The position involves triaging leads, referrals to partners, meeting with clients to review financial and investment goals, and building financial plans with brokerage products. The role requires required licenses (Series 7 & 66 or 63/65), at least one year in investments or financial services, and sales experience with a track record of achieving goals. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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