Bank of America is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients achieve financial goals. You will triage leads, refer to partners, meet clients to review goals, build financial plans, and recommend brokerage products. Licensing (Series 7 & 66 or 63/65), at least 1 year in investments, and experience in financial services or sales with targets are required. Training and SAFE Act background checks apply.
📌 Licensed Financial Planning & Investments Advisor (San Rafael)
🏢 Bank of America
📍 San Rafael
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