Investment & Financial Planning Advisor
Bank of America ATM
Bank of America is seeking a Financial Advisor in Millbrae, California, responsible for providing comprehensive client advice and customized financial solutions. This role involves triaging client leads, meeting clients to review financial goals, and building financial plans. The ideal candidate should have Series 7 & 66 licenses, at least a year of experience in the investments industry, and a strong focus on client management. Competitive salary and benefits offered, including incentive plans. #J-18808-Ljbffr
Vacancy posted 1 day ago
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