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Financial Solutions Advisor: License Path & Client Impact
Financial Solutions Advisor: License Path & Client ImpactBank of America • Newport Beach, CA, United States
Financial Solutions Advisor : License Path & Client Impact

Financial Solutions Advisor : License Path & Client Impact

Bank of America • Newport Beach, CA, United States
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A leading financial institution in Newport Beach is seeking a Financial Solutions Advisor Stage I to provide comprehensive financial advice and build client relationships. The role involves obtaining necessary securities licenses and involves significant client interaction. Candidates should possess a high school diploma, a results-driven approach, and solid communication skills. This position offers opportunities for career advancement and is part of a supportive training environment.

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Client Advisor • Newport Beach, CA, United States

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