Bank of America
Cupertino or Mountain View or Menlo Park or Palo Alto or Sunnyvale or Redwood City or San Carlos or Los Altos

Financial Solutions Advisor- Silicon Valley Area

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

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Job details

Location
Cupertino or Mountain View or Menlo Park or Palo Alto or Sunnyvale or Redwood City or San Carlos or Los Altos
Work type
Onsite
Compensation
$70,000 - $80,000/yr
Posted
2 days ago
Apply on
ghr.wd1.myworkdayjobs.com

About this role

Holds Series 7 & 66 (or Series 7 + 63/65 to obtain 66 within 60 days), 1+ year investments experience and 1+ year financial services or sales experience, HS diploma/GED, SAFE Act registration for mortgage originations, strong communication and regulatory diligence.

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
Cupertino or Mountain View or Menlo Park or Palo Alto or Sunnyvale or Redwood City or San Carlos or Los Altos