Financial Solutions Advisor - Build Plans & Grow Wealth
Bank of America
Bank of America is seeking a financial advisor to provide customized solutions for clients in Los Altos, California. This role involves building financial plans, recommending products, and triaging client leads. The ideal candidate will hold Series 7 and 66 licenses and have experience in the investments industry. Strong communication skills and the ability to manage client relationships are essential. The position offers a competitive salary and benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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