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Licensed Financial Solutions Advisor (Series 7/66)

Bank of America, Capitola, CA, United States


A leading financial institution located in Capitola, CA is seeking an experienced professional to provide tailored financial solutions. Responsibilities include collaborating with clients to plan their financial goals and recommending appropriate investment strategies. The ideal candidate should have relevant licenses like Series 7 & 66, at least one year of investment industry experience, and a strong ability to build relationships. This role offers open availability and the opportunity for professional growth within a supportive environment. #J-18808-Ljbffr