Overview

Strategic Financial Solutions Advisor Jobs in Daly City, USA at Bank of America

Bank of America is seeking a proactive Financial Advisor based in Daly City, California, focused on providing tailored financial advice to clients. This role involves assessing client financial needs, recommending strategic banking and investment solutions, and maintaining regulatory compliance. Ideal candidates should have Series 7 and 66 licenses and at least one year of relevant experience in investments or financial services.

The position offers a structured workweek from Monday to Friday with some Saturday availability.
#J-18808-Ljbffr

Title: Strategic Financial Solutions Advisor

Company: Bank of America

Location: Daly City, USA

Category:

 

Upload your CV/resume or any other relevant file. Max. file size: 800 MB.