Financial Solutions Advisor - Build Client Wealth & Plans
Bank of America ATM
Bank of America in Thousand Oaks seeks a financial professional to deliver comprehensive financial advice and customized solutions. You will triage leads, refer to partners, review goals with clients, build financial plans, and recommend brokerage products while completing required licenses and SAFE Act registrations. This role emphasizes building strong client relationships, managing risk, and growing a client base in a regulated environment. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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