- Bank of America (Santa Barbara, CA)
- Merrill Financial Solutions Advisor - Valley Coast Market Westlake Village, California;Santa Barbara, California; Encino, California; Santa Barbara, ... Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary… more
- Bank of America (Goleta, CA)
- Financial Solutions Advisor Registration Candidate-... Merrill to meet virtually all of their financial needs. As a Financial Solutions ... your role and throughout your career journey. As a Financial Solutions Advisor Stage I...advance in many roles within Bank of America and Merrill . The Academy will support you along the way… more
- Bank of America (Santa Barbara, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... education, legacy, and other life goals through investment advice and guidance. Merrill 's Financial Advisors and Wealth Management Client Associates help clients… more