Financial Planning & Investment Advisor
Bank of America ATM
Bank of America in California seeks a financial services professional to provide comprehensive advice and customized solutions, triage client leads, and refer to partners based on client needs and assets. The role requires SAFE Act registration and ongoing training to maintain licenses. Responsibilities include building financial plans with brokerage products, reviewing goals with clients, and delivering tailored banking and investment strategies while managing risk and client relationships in a #J-18808-Ljbffr Bank of America Corporation
Vacancy posted 1 day ago
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