Bank of America
Investment & Financial Planning Advisor
Bank of America, San Jose, California, United States, 95199
A leading financial institution is looking for a skilled financial advisor to assist clients in achieving their financial goals through personalized financial planning and investment strategies. Candidates should hold Series 7 & 66 licenses with a background in the financial services industry. This role demands effective client communication and the ability to manage multiple financial solutions. A strong commitment to relationship building and risk management is essential. Full-time position with potential for incentives in a collaborative environment.
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