Safety Advisor jobs in United States, California, Cupertino
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Company
Job type
Job categories
Job title (1)
United States
California
Cupertino
35 jobs found
15.09.2025
BOA
Bank Of America Financial Solutions Advisor- Silicon Valley Area United States, California, Cupertino
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Recommends financial advice and guidance that align with the clients' financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the...
Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Bachelor's degree in a relevant field (e.g., Computer Science, Sociology, Criminology, Legal Studies, Public Policy) or equivalent experience. 3 years of experience in Trust and Safety, risk management, policy development,...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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