Logo
Bank of America

Financial Solutions Advisor — Build Plans & Grow Clients

Bank of America, Napa, California, United States, 94559

Save Job

A leading financial institution in California seeks a Financial Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals. Core responsibilities include developing financial plans, triaging client leads, and applying knowledge of investment products. Candidates need relevant licenses and must demonstrate strong communication skills. The position supports a collaborative environment, ensuring compliance with industry regulations while driving the firm's mission to enhance client financial success. #J-18808-Ljbffr