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Licensed Financial Solutions Advisor (Series 7/66)

Bank of America, Mountain View, CA, United States


A leading financial services firm in Mountain View, California, is looking for a Client Advisor to provide financial guidance and solutions to clients. The role involves building financial plans, recommending strategies, and engaging new clients. Required qualifications include licenses in Series 7 & 66 and experiences in the financial services industry. The ideal candidate possesses strong communication skills and a client-focused approach. This position is primarily office-based with a commitment to flexible work arrangements. #J-18808-Ljbffr