Bank of America
San Mateo or San Francisco or Foster City or Daly City or Belmont or South San Francisco or San Bruno or Millbrae or Burlingame

Financial Solutions Advisor- Peninsula Area

Onsite$70,000 - $80,000/yrPosted 2 days ago

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Job details

Location
San Mateo or San Francisco or Foster City or Daly City or Belmont or South San Francisco or San Bruno or Millbrae or Burlingame
Work type
Onsite
Compensation
$70,000 - $80,000/yr
Posted
2 days ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Requires Series 7 and 66 (63/65 in lieu), SAFE Act registration, 1+ year investments experience, 1+ year financial services or sales experience, strong communication and relationship skills, and ability to meet goals.

What you'll do at Bank of America:

  • advising clients
  • building plans
  • triaging leads

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About Bank of America

Bank of America
San Mateo or San Francisco or Foster City or Daly City or Belmont or South San Francisco or San Bruno or Millbrae or Burlingame