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Financial Solutions Advisor- Fresno County, Kern County, LA County, Ventura County, and San Bernardino County Areas

Company
Bank of America Corporation
Job Title
Financial Solutions Advisor- Fresno County, Kern County, LA County, Ventura County, and San Bernardino County Areas
Job Type
Full-time, Part-time
Location
Victorville, CA 92392
Last Active
today

Job Description: FSA develops new investment and banking business through leads generated from internal partnering. The FSA will identify, profile and meet with clients to analyze and review financial goals. Engages customers in the lobby for delivery of store value proposition. The FSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. Participates in on-going training and interaction with the Merrill Lynch Wealth Co…


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