Bank of America
San Ramon, California
Financial Solutions Advisor - San Ramon Financial Center
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Apply to Financial Solutions Advisor - San Ramon Financial Center at Bank of AmericaJob details
- Location
- San Ramon, California
- Work type
- Onsite
- Compensation
- $70,000 - $80,000/yr
- Posted
- 2 weeks ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Requires Series 7 and 66 (63 or 65 accepted with condition), SAFE Act registration, 1+ year investments and financial services/sales experience, strong client advisory skills, and ability to meet goals.
What you'll do at Bank of America:
- triaging leads
- building plans
- recommending products
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