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Financial Solutions Advisor: License Path & Client Impact

National Black MBA Association

Bank of America is hiring a Financial Solutions Advisor Stage I in Westminster, CA. The role focuses on obtaining SIE, Series 7 and Series 66 licenses, then advising clients on a broad range of banking and investment solutions while building lasting relationships and understanding clients' financial needs. Successful progression to Stage II follows, with ongoing training, exposure to Merrill and core banking partners, and opportunities to serve a diverse client portfolio in a collaborative, #J-18808-Ljbffr National Black MBA Association

Vacancy posted 1 day ago
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