Wealth Planning & Brokerage Advisor

Bank of America

  • Beverly Hills, CA
  • 7 days ago
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    Skills

    • Brokerageunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Financial Planningunmatched
    • Financial Servicesunmatched
    • Investment Servicesunmatched
    • Licensingunmatched
    • Regulationsunmatched
    • Salesunmatched
    • Series 7unmatched

    Description

    Bank of America in Beverly Hills seeks a Financial Advisor to provide comprehensive advice and customized solutions helping clients reach financial goals. You will triage leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products.Licensing and regulatory training support is provided. The role requires Series 7/66 licenses with prior investment and financial services sales experience, and a focus on building strong client#J-18808-Ljbffr

    Numbers & Facts

    LocationBeverly Hills, CA

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