Bank of America
Rancho Santa Margarita, California
Financial Solutions Advisor - Rancho Santa Margarita Financial Center
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Apply to Financial Solutions Advisor - Rancho Santa Margarita Financial Center at Bank of AmericaJob details
- Location
- Rancho Santa Margarita, California
- Work type
- Onsite
- Compensation
- $70,000 - $80,000/yr
- Posted
- 4 days ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Requires Series 7 and 66 (63 or 65 acceptable with 66 within 60 days), SAFE Act registration, 1+ year investments and financial services/sales experience, high school diploma/GED, strong communication and regulatory diligence.
What you'll do at Bank of America:
- providing advice
- building plans
- triaging leads
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