Strategic Financial Planner & Investment Advisor

Bank of AmericaSan Jose, CA, United States

7 hours ago

Job type

Full-time

Job description

A leading financial institution in San Jose, California, is seeking a Financial Solutions Advisor to provide comprehensive advice and tailored solutions to help clients achieve their financial goals. You will triage client leads, meet with clients to review financial goals, and recommend brokerage products. The ideal candidate has strong relationship-building skills and holds necessary financial licenses. This role offers an inclusive workplace with opportunities for career growth.

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Financial Planner • San Jose, CA, United States

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