Financial Solutions Advisor- Consumer Investments- Hayward and Milpitas Area
Bank of America•Castro Valley, CA
406d
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About The Position
The Financial Solutions Advisor role at Bank of America is focused on providing tailored financial advice and solutions to clients, helping them achieve their financial goals. This position involves engaging with clients to assess their needs, recommending appropriate investment products, and collaborating with internal partners to ensure comprehensive service delivery. The advisor is expected to maintain compliance with regulatory requirements and continuously enhance their knowledge through training and licensing.
