Bank of America
Capitola or Salinas or Saratoga or San Jose or Morgan Hill or Santa Cruz or Scotts Valley or Aptos or Los Gatos or Carmel or Monterey or Watsonville or Gilroy or Hollister

Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas

Onsite$70,000 - $80,000/yrPosted 6 days ago

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Job details

Location
Capitola or Salinas or Saratoga or San Jose or Morgan Hill or Santa Cruz or Scotts Valley or Aptos or Los Gatos or Carmel or Monterey or Watsonville or Gilroy or Hollister
Work type
Onsite
Compensation
$70,000 - $80,000/yr
Posted
6 days ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Must hold Series 7 and 66 (63 or 65 in lieu of 66 allowed with 60-day compliance), 1+ year investments experience and 1+ year financial services or sales experience; high school diploma/GED; SAFE Act registration for mortgage origination required.

What you'll do at Bank of America:

  • providing advice
  • building plans
  • triaging leads

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About Bank of America

Bank of America
Capitola or Salinas or Saratoga or San Jose or Morgan Hill or Santa Cruz or Scotts Valley or Aptos or Los Gatos or Carmel or Monterey or Watsonville or Gilroy or Hollister