at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 2 months ago
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A Financial Solutions Advisor at the San Marino Financial Center delivers tailored banking and investment guidance to clients. The role focuses on understanding clients' financial goals, recommending appropriate products, and building lasting relationships. You will collaborate with team members to provide a seamless client experience, meet service and sales objectives, and ensure compliance with regulatory standards. Based in San Marino, California, the position emphasizes local client service and financial solutions delivery.
- Compensation
- Not specified USD
- City
- San Marino
- Country
- United States
Currency: $ (USD)
