Wealth Management Advisor

3 days ago


Fairfield, California, United States Bank of America Full time
We're Looking for:
A highly skilled and experienced professional to join our team as a Financial Markets Specialist. In this role, you will be responsible for providing operational support and quality client service through offering a full range of investment products and services across the enterprise.

Responsibilities:
  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns.
  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions.


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