at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 11 days ago

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**Financial Solutions Advisor (Northern CA) - Registration Candidate:** Drive financial technology adoption as a Solutions Advisor. Manage client relationships, provide technical consultations, and demonstrate financial software applications. Requires 3+ years' experience in fintech, strong presentation skills, and familiarity with software like Wealthscape, Envestnet, and Microsoft Office Suite. Proven sales ability and understanding of retirement plans beneficial.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States