Bank of America
San Ramon, California

Financial Solutions Advisor - San Ramon Financial Center

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

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Job 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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About Bank of America

Bank of America
San Ramon, California