Wealth Planning & Brokerage Advisor

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