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Job description
Bank of America is hiring a licensed financial advisor to provide comprehensive guidance and customized investment solutions to clients in the United States, including San Jose, CA. The role focuses on triaging leads, making referrals to partners based on client needs and asset thresholds, reviewing financial goals, and building personalized financial plans with brokerage products.
Compliance with SAFE Act and ongoing training are required.
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Worksite address
san jose, CA, 95199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.