• Financial Solutions Advisor- CA Coastal Market

    Bank of America (Oxnard, CA)
    …engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management… more
    Bank of America (08/02/25)
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  • Merrill Financial Solutions Advisor - Silicon…

    Bank of America (Monterey, CA)
    …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act… more
    Bank of America (08/01/25)
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  • Financial Solutions Advisor- San Francisco Area

    Bank of America (San Francisco, CA)
    …engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses **Skills:** + Account Management… more
    Bank of America (07/08/25)
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