Investment & Financial Planning Advisor
Bank of America
Bank of America in Calabasas is seeking a licensed financial professional to provide comprehensive advisory services and build client financial plans using brokerage products. You will triage leads, refer to partners, and guide clients toward suitable investment solutions. This role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments or financial services, and strong relationship-building skills. It offers a 40-hour week, on-site work, and competitive benefits. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
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